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Choate Investment Advisors’s Constellation Energy CEG Stock Holding History

Choate Investment Advisors’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$694K Buy
2,484
+97
+4% +$29.5K 0.01% 269
2025
Q4 		$843K Sell
2,387
-46
-2% -$16.7K 0.02% 244
2025
Q3 		$801K Buy
2,433
+12
+0.5% +$3.87K 0.02% 231
2025
Q2 		$781K Buy
2,421
+430
+22% +$114K 0.02% 219
2025
Q1 		$401K Sell
1,991
-566
-22% -$152K 0.01% 285
2024
Q4 		$572K Buy
2,557
+1,183
+86% +$295K 0.01% 253
2024
Q3 		$357K Buy
1,374
+139
+11% +$27.6K 0.01% 296
2024
Q2 		$247K Sell
1,235
-29
-2% -$5.92K 0.01% 333
2024
Q1 		$234K Buy
+1,264
New +$179K 0.01% 365

Other funds holding CEG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return