Atria Investments’s OGE Energy OGE Stock Holding History

Atria Investments’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	$234K	Sell	4,887 -623	-11%	-$28.5K	﹤0.01%	1890
2025 Q4	$235K	Buy	+5,510	New	+$246K	﹤0.01%	1886
2025 Q2	–	Sell	-14,508	Closed	-$667K	–	2055
2025 Q1	$667K	Buy	+14,508	New	+$631K	0.01%	1194
2014 Q2	–	Sell	-9,632	Closed	-$354K	–	446
2014 Q1	$354K	Sell	9,632 -665	-6%	-$23.3K	0.04%	334
2013 Q4	$349K	Sell	10,297 -314	-3%	-$11.2K	0.03%	348
2013 Q3	$383K	Buy	10,611 +217	+2%	+$7.84K	0.04%	322
2013 Q2	$354K	Buy	+10,394	New	+$362K	0.04%	257

Other funds holding OGE

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Atria Investments's OGE Position: Q1 2026 in Review

Atria Investments reduced its OGE Energy (OGE) stake by 11% in Q1 2026, selling an estimated $28.5K and leaving 4,887 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Atria Investments first reported a position in OGE in Q2 2013 and has held it in 7 quarters since. The position peaked at $667K in Q1 2025. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Atria Investments held 4,887 shares of OGE Energy worth $234K as of Q1 2026.
Atria Investments sold 623 OGE Energy shares in Q1 2026, an estimated $28.5K.
OGE Energy made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1890 holding.
Atria Investments first reported a position in OGE Energy in Q2 2013 and has held it in 7 quarters since.
Atria Investments's OGE Energy position peaked at $667K in Q1 2025.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.