AWM
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AE Wealth Management’s OGE Energy OGE Stock Holding History

AE 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
Q1 		$19.9M Buy
414,072
+47,314
+13% +$2.16M 0.11% 206
2025
Q4 		$15.7M Buy
366,758
+10,273
+3% +$458K 0.09% 227
2025
Q3 		$16.5M Buy
356,485
+16,058
+5% +$719K 0.11% 206
2025
Q2 		$15.1M Buy
340,427
+7,533
+2% +$334K 0.11% 200
2025
Q1 		$15.3M Buy
332,894
+62,257
+23% +$2.71M 0.13% 186
2024
Q4 		$11.2M Buy
270,637
+7,148
+3% +$298K 0.09% 223
2024
Q3 		$10.8M Sell
263,489
-8,299
-3% -$322K 0.1% 222
2024
Q2 		$9.7M Sell
271,788
-5,372
-2% -$189K 0.1% 222
2024
Q1 		$9.51M Sell
277,160
-31,365
-10% -$1.05M 0.11% 222
2023
Q4 		$10.1M Sell
308,525
-135,177
-30% -$4.66M 0.05% 388
2023
Q3 		$14.8M Sell
443,702
-34,523
-7% -$1.21M 0.09% 272
2023
Q2 		$17.2M Buy
478,225
+79,701
+20% +$2.93M 0.1% 235
2023
Q1 		$15M Buy
398,524
+45,442
+13% +$1.71M 0.1% 252
2022
Q4 		$14M Buy
353,082
+91,714
+35% +$3.48M 0.1% 239
2022
Q3 		$9.53M Buy
261,368
+86,405
+49% +$3.49M 0.08% 284
2022
Q2 		$6.75M Buy
174,963
+63,118
+56% +$2.51M 0.05% 356
2022
Q1 		$4.56M Buy
111,845
+19,624
+21% +$744K 0.03% 460
2021
Q4 		$3.54M Buy
92,221
+13,170
+17% +$461K 0.02% 517
2021
Q3 		$2.61M Buy
79,051
+17,873
+29% +$617K 0.02% 563
2021
Q2 		$2.06M Buy
61,178
+27,667
+83% +$933K 0.02% 631
2021
Q1 		$1.08M Buy
33,511
+7,032
+27% +$222K 0.01% 742
2020
Q4 		$844K Buy
+26,479
New +$855K 0.01% 767

Other funds holding OGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AE Wealth Management's OGE Position: Q1 2026 in Review

AE Wealth Management increased its OGE Energy (OGE) stake by 13% in Q1 2026, buying an estimated $2.16M and bringing the position to 414,072 shares worth $19.9M. The position accounts for 0.11% of the portfolio, ranked #206.

AE Wealth Management first reported a position in OGE in Q4 2020 and has held it in 22 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • AE Wealth Management held 414,072 shares of OGE Energy worth $19.9M as of Q1 2026.
  • AE Wealth Management bought 47,314 OGE Energy shares in Q1 2026, an estimated $2.16M.
  • OGE Energy made up 0.11% of AE Wealth Management's portfolio in Q1 2026, its #206 holding.
  • AE Wealth Management first reported a position in OGE Energy in Q4 2020 and has held it in 22 quarters since.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.