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Oxford Financial Group’s Constellation Energy CEG Stock Holding History

Oxford Financial Group’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 		$268K Sell
961
-5
-0.5% -$1.52K 0.01% 222
2025
Q4 		$341K Sell
966
-62
-6% -$22.5K 0.02% 182
2025
Q3 		$338K Buy
1,028
+117
+13% +$37.8K 0.02% 178
2025
Q2 		$294K Sell
911
-153
-14% -$40.5K 0.02% 173
2025
Q1 		$215K Buy
1,064
+115
+12% +$30.8K 0.02% 203
2024
Q4 		$212K Buy
949
+115
+14% +$28.7K 0.01% 239
2024
Q3 		$217K Buy
+834
New +$166K 0.01% 231

Other funds holding CEG

BlackRock
BlackRock New York $5.72T 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

Oxford Financial Group's CEG Position: Q1 2026 in Review

Oxford Financial Group reduced its Constellation Energy (CEG) stake by 0.52% in Q1 2026, selling an estimated $1.52K and leaving 961 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #222.

Oxford Financial Group first reported a position in CEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $341K in Q4 2025. 1,895 funds tracked by Wall St. Rank hold CEG as of Q1 2026.

  • Oxford Financial Group held 961 shares of Constellation Energy worth $268K as of Q1 2026.
  • Oxford Financial Group sold 5 Constellation Energy shares in Q1 2026, an estimated $1.52K.
  • Constellation Energy made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #222 holding.
  • Oxford Financial Group first reported a position in Constellation Energy in Q3 2024 and has held it in 7 quarters since.
  • Oxford Financial Group's Constellation Energy position peaked at $341K in Q4 2025.
  • 1,895 funds tracked by Wall St. Rank held Constellation Energy as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.