Accel Wealth Management
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
Q3 		$263K Buy
5,782
+150
+3% +$7.06K 0.06% 244
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

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Accel Wealth Management's OGE Position: Q3 2026 in Review

Accel Wealth Management increased its OGE Energy (OGE) stake by 2.7% in Q3 2026, buying an estimated $7.06K and bringing the position to 5,782 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #244.

Accel Wealth Management first reported a position in OGE in Q1 2021 and has held it in 23 quarters since. The position peaked at $275K in Q3 2025. 374 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

  • Accel Wealth Management held 5,782 shares of OGE Energy worth $263K as of Q3 2026.
  • Accel Wealth Management bought 150 OGE Energy shares in Q3 2026, an estimated $7.06K.
  • OGE Energy made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #244 holding.
  • Accel Wealth Management first reported a position in OGE Energy in Q1 2021 and has held it in 23 quarters since.
  • Accel Wealth Management's OGE Energy position peaked at $275K in Q3 2025.
  • 374 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.