OXFORD FINANCIAL GROUP, LTD. LLC
Position in CEG — Constellation Energy Corp
CIK 1245862
INDIANAPOLIS, IN
Position in CEG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$268,359
-$72,899 QoQ
Shares Held
961
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
All Filings in CEG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $268,359 | 961 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $341,258 | 966 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $338,283 | 1,028 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $294,034 | 911 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $214,534 | 1,064 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $212,300 | 949 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $216,856 | 834 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||