AWM
OGE icon

Accel Wealth Management’s OGE Energy OGE Stock Holding History

Accel Wealth Management’s Portfolio OGE Stock Details OGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$274K Hold
5,632
– – 0.06% 241
2026
Q1 		$270K Hold
5,632
– – 0.07% 230
2025
Q4 		$240K Sell
5,632
-306
-5% -$13.6K 0.07% 240
2025
Q3 		$275K Buy
5,938
+1
+0% +$45 0.08% 217
2025
Q2 		$263K Buy
5,937
+4
+0.1% +$177 0.09% 208
2025
Q1 		$273K Buy
5,933
+2
+0% +$87 0.1% 200
2024
Q4 		$245K Sell
5,931
-198
-3% -$8.24K 0.09% 209
2024
Q3 		$251K Buy
6,129
+12
+0.2% +$466 0.09% 203
2024
Q2 		$218K Sell
6,117
-191
-3% -$6.71K 0.09% 213
2024
Q1 		$216K Buy
6,308
+1
+0% +$34 0.09% 204
2023
Q4 		$220K Buy
6,307
+10
+0.2% +$345 0.11% 172
2023
Q3 		$210K Buy
6,297
+189
+3% +$6.62K 0.12% 157
2023
Q2 		$219K Sell
6,108
-179
-3% -$6.59K 0.12% 151
2023
Q1 		$237K Sell
6,287
-100
-2% -$3.76K 0.1% 194
2022
Q4 		$253K Buy
6,387
+2
+0% +$76 0.12% 137
2022
Q3 		$245K Sell
6,385
-15
-0.2% -$605 0.13% 146
2022
Q2 		$251K Hold
6,400
– – 0.14% 128
2022
Q1 		$264K Sell
6,400
-100
-2% -$3.79K 0.14% 127
2021
Q4 		$249K Hold
6,500
– – 0.12% 135
2021
Q3 		$214K Hold
6,500
– – 0.14% 127
2021
Q2 		$219K Sell
6,500
-100
-2% -$3.37K 0.15% 134
2021
Q1 		$214K Buy
+6,600
New +$208K 0.17% 124

Other funds holding OGE

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Accel Wealth Management's OGE Position: Q2 2026 in Review

Accel Wealth Management held its OGE Energy (OGE) position steady in Q2 2026 at 5,632 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #241.

Accel Wealth Management first reported a position in OGE in Q1 2021 and has held it in 22 quarters since. The position peaked at $275K in Q3 2025. 78 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Accel Wealth Management held 5,632 shares of OGE Energy worth $274K as of Q2 2026.
  • Accel Wealth Management left its OGE Energy share count unchanged in Q2 2026.
  • OGE Energy made up 0.06% of Accel Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Accel Wealth Management first reported a position in OGE Energy in Q1 2021 and has held it in 22 quarters since.
  • Accel Wealth Management's OGE Energy position peaked at $275K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.