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Atticus Wealth Management’s OGE Energy OGE Stock Holding History

Atticus 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
2025
Q3 		– Sell
-1,332
Closed -$59.1K – 486
2025
Q2 		$59.1K Hold
1,332
– – 0.02% 297
2025
Q1 		$61.2K Hold
1,332
– – 0.02% 213
2024
Q4 		$54.9K Hold
1,332
– – 0.02% 235
2024
Q3 		$54.6K Hold
1,332
– – 0.02% 235
2024
Q2 		$47.6K Hold
1,332
– – 0.02% 241
2024
Q1 		$45.7K Hold
1,332
– – 0.01% 247
2023
Q4 		$46.5K Hold
1,332
– – 0.02% 255
2023
Q3 		$44.4K Sell
1,332
-666
-33% -$23.3K 0.02% 262
2023
Q2 		$71.7K Hold
1,998
– – 0.03% 217
2023
Q1 		$75.2K Hold
1,998
– – 0.03% 203
2022
Q4 		$79K Hold
1,998
– – 0.03% 201
2022
Q3 		$77K Hold
1,998
– – 0.04% 192
2022
Q2 		$77K Hold
1,998
– – 0.03% 212
2022
Q1 		$81K Hold
1,998
– – 0.03% 213
2021
Q4 		$77K Hold
1,998
– – 0.03% 186
2021
Q3 		$66K Hold
1,998
– – 0.03% 206
2021
Q2 		$67K Hold
1,998
– – 0.03% 205
2021
Q1 		$65K Hold
1,998
– – 0.03% 192
2020
Q4 		$64K Hold
1,998
– – 0.03% 187
2020
Q3 		$60K Hold
1,998
– – 0.04% 164
2020
Q2 		$61K Hold
1,998
– – 0.04% 163
2020
Q1 		$61K Hold
1,998
– – 0.05% 158
2019
Q4 		$89K Buy
+1,998
New +$86.3K 0.06% 139

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Atticus Wealth Management's OGE Position: Q3 2025 in Review

Atticus Wealth Management sold out of OGE Energy (OGE) in Q3 2025, closing a stake of 1,332 shares — an estimated $59.1K sold.

Atticus Wealth Management first reported a position in OGE in Q4 2019 and held it in 23 quarters. The position peaked at $89K in Q4 2019. 573 funds tracked by Wall St. Rank hold OGE as of Q3 2025.

  • Atticus Wealth Management reported no remaining OGE Energy position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1,332 OGE Energy shares in Q3 2025, an estimated $59.1K.
  • Atticus Wealth Management first reported a position in OGE Energy in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's OGE Energy position peaked at $89K in Q4 2019.
  • 573 funds tracked by Wall St. Rank held OGE Energy as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.