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Advantage Trust Company’s OGE Energy OGE Stock Holding History

Advantage Trust Company’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 		$17K Sell
350
-350
-50% -$16.8K 0.01% 156
2026
Q1 		$33.6K Hold
700
– – 0.02% 88
2025
Q4 		$29.9K Sell
700
-350
-33% -$15.6K 0.01% 89
2025
Q3 		$48.6K Hold
1,050
– – 0.02% 111
2025
Q2 		$46.6K Hold
1,050
– – 0.02% 128
2025
Q1 		$48.3K Hold
1,050
– – 0.03% 102
2024
Q4 		$43.3K Sell
1,050
-350
-25% -$14.6K 0.03% 110
2024
Q3 		$57.4K Hold
1,400
– – 0.04% 99
2024
Q2 		$50K Hold
1,400
– – 0.04% 112
2024
Q1 		$48K Hold
1,400
– – 0.04% 113
2023
Q4 		$48.9K Buy
+1,400
New +$48.3K 0.04% 117

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

Advantage Trust Company's OGE Position: Q2 2026 in Review

Advantage Trust Company reduced its OGE Energy (OGE) stake by 50% in Q2 2026, selling an estimated $16.8K and leaving 350 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #156.

Advantage Trust Company first reported a position in OGE in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.4K in Q3 2024. 78 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Advantage Trust Company held 350 shares of OGE Energy worth $17K as of Q2 2026.
  • Advantage Trust Company sold 350 OGE Energy shares in Q2 2026, an estimated $16.8K.
  • OGE Energy made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #156 holding.
  • Advantage Trust Company first reported a position in OGE Energy in Q4 2023 and has held it in 11 quarters since.
  • Advantage Trust Company's OGE Energy position peaked at $57.4K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.