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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
Q2 		– Sell
-961
Closed -$268K – 302
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 $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

Oxford Financial Group's CEG Position: Q2 2026 in Review

Oxford Financial Group sold out of Constellation Energy (CEG) in Q2 2026, closing a stake of 961 shares — an estimated $268K sold.

Oxford Financial Group first reported a position in CEG in Q3 2024 and held it in 7 quarters. The position peaked at $341K in Q4 2025. 1,861 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Oxford Financial Group reported no remaining Constellation Energy position as of Q2 2026 after selling out during the quarter.
  • Oxford Financial Group sold 961 Constellation Energy shares in Q2 2026, an estimated $268K.
  • Oxford Financial Group first reported a position in Constellation Energy in Q3 2024 and held it in 7 quarters.
  • Oxford Financial Group's Constellation Energy position peaked at $341K in Q4 2025.
  • 1,861 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.