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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
Q2 		$621K Buy
2,500
+16
+0.6% +$4.51K 0.01% 297
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Choate Investment Advisors's CEG Position: Q2 2026 in Review

Choate Investment Advisors increased its Constellation Energy (CEG) stake by 0.64% in Q2 2026, buying an estimated $4.51K and bringing the position to 2,500 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #297.

Choate Investment Advisors first reported a position in CEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $843K in Q4 2025. 1,862 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Choate Investment Advisors held 2,500 shares of Constellation Energy worth $621K as of Q2 2026.
  • Choate Investment Advisors bought 16 Constellation Energy shares in Q2 2026, an estimated $4.51K.
  • Constellation Energy made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #297 holding.
  • Choate Investment Advisors first reported a position in Constellation Energy in Q1 2024 and has held it in 10 quarters since.
  • Choate Investment Advisors's Constellation Energy position peaked at $843K in Q4 2025.
  • 1,862 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.