LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in CEG — Constellation Energy Corp
CIK 932974
BOSTON, MA
Position in CEG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$95,622
-$25,851 QoQ
Shares Held
385
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,568
of 1,840 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $182,868 across 2 Utilities - Independent Power Producers names. CEG ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
This page
|
385 | $95,622 | |
| 2 | VST |
Vistra Corp.
|
550 | $87,246 |
All Filings in CEG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,622 | 385 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $121,473 | 435 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $162,504 | 460 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $167,825 | 510 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $190,428 | 590 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $188,725 | 936 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $214,314 | 958 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $262,100 | 1,008 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $128,172 | 640 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $73,940 | 400 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $46,756 | 400 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $43,632 | 400 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $36,620 | 400 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||