Position in CEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$620,925
-$72,732 QoQ
Shares Held
2,500
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#990
of 1,840 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Choate Investment Advisors holds $1,439,138 across 2 Utilities - Independent Power Producers names. CEG ranks #2 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
5,158 | $818,213 | |
| 2 | CEG |
Constellation Energy Corp
This page
|
2,500 | $620,925 |
All Filings in CEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,925 | 2,500 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $693,657 | 2,484 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $843,255 | 2,387 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $800,627 | 2,433 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $781,401 | 2,421 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $401,445 | 1,991 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $572,026 | 2,557 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $357,267 | 1,374 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $247,333 | 1,235 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $233,650 | 1,264 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||