Loring Wolcott & Coolidge Fiduciary Advisors’s Constellation Energy CEG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$95.6K	Sell	385 -50	-11%	-$14.1K	﹤0.01%	391
2026 Q1	$125K	Sell	435 -25	-5%	-$7.6K	﹤0.01%	358
2025 Q4	$133K	Sell	460 -50	-10%	-$18.2K	﹤0.01%	354
2025 Q3	$187K	Sell	510 -80	-14%	-$25.8K	﹤0.01%	323
2025 Q2	$190K	Sell	590 -346	-37%	-$91.6K	﹤0.01%	285
2025 Q1	$196K	Sell	936 -22	-2%	-$5.9K	﹤0.01%	273
2024 Q4	$263K	Sell	958 -50	-5%	-$12.5K	﹤0.01%	255
2024 Q3	$267K	Buy	1,008 +368	+58%	+$73.1K	﹤0.01%	251
2024 Q2	$131K	Buy	640 +240	+60%	+$49K	﹤0.01%	311
2024 Q1	$73.3K	Hold	400	–	–	﹤0.01%	361
2023 Q4	$48.8K	Hold	400	–	–	﹤0.01%	401
2023 Q3	$46.9K	Hold	400	–	–	﹤0.01%	425
2023 Q2	$36.6K	Buy	+400	New	+$33.2K	﹤0.01%	456

Other funds holding CEG

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CEG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Constellation Energy (CEG) stake by 11% in Q2 2026, selling an estimated $14.1K and leaving 385 shares worth $95.6K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CEG in Q2 2023 and has held it in 13 quarters since. The position peaked at $267K in Q3 2024. 1,031 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 385 shares of Constellation Energy worth $95.6K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 50 Constellation Energy shares in Q2 2026, an estimated $14.1K.
Constellation Energy made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #391 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Constellation Energy in Q2 2023 and has held it in 13 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Constellation Energy position peaked at $267K in Q3 2024.
1,031 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.