Atwood & Palmer’s OGE Energy OGE Stock Holding History

Atwood & Palmer’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	$45.6K	Buy	+1,003	New	+$47.2K	﹤0.01%	271
2026 Q2	–	Sell	-720	Closed	-$34.5K	–	535
2026 Q1	$34.5K	Hold	720	–	–	﹤0.01%	274
2025 Q4	$30.7K	Hold	720	–	–	﹤0.01%	280
2025 Q3	$33.3K	Hold	720	–	–	﹤0.01%	283
2025 Q2	$32K	Hold	720	–	–	﹤0.01%	270
2025 Q1	$33.1K	Hold	720	–	–	﹤0.01%	253
2024 Q4	$29.7K	Hold	720	–	–	﹤0.01%	259
2024 Q3	$29.5K	Hold	720	–	–	﹤0.01%	261
2024 Q2	$25.7K	Hold	720	–	–	﹤0.01%	272
2024 Q1	$24.7K	Hold	720	–	–	﹤0.01%	262
2023 Q4	$25.1K	Hold	720	–	–	﹤0.01%	268
2023 Q3	$24K	Hold	720	–	–	﹤0.01%	257
2023 Q2	$25.9K	Hold	720	–	–	﹤0.01%	257
2023 Q1	$27.1K	Hold	720	–	–	﹤0.01%	245
2022 Q4	$28.5K	Hold	720	–	–	﹤0.01%	256
2022 Q3	$26K	Hold	720	–	–	﹤0.01%	246
2022 Q2	$28K	Hold	720	–	–	﹤0.01%	258
2022 Q1	$29K	Hold	720	–	–	﹤0.01%	281
2021 Q4	$28K	Hold	720	–	–	﹤0.01%	287
2021 Q3	$24K	Hold	720	–	–	﹤0.01%	290
2021 Q2	$24K	Hold	720	–	–	﹤0.01%	278
2021 Q1	$23K	Hold	720	–	–	﹤0.01%	281
2020 Q4	$23K	Hold	720	–	–	﹤0.01%	267
2020 Q3	$22K	Hold	720	–	–	﹤0.01%	225
2020 Q2	$22K	Hold	720	–	–	﹤0.01%	219
2020 Q1	$22K	Hold	720	–	–	﹤0.01%	214
2019 Q4	$32K	Hold	720	–	–	﹤0.01%	200
2019 Q3	$33K	Hold	720	–	–	﹤0.01%	207
2019 Q2	$31K	Hold	720	–	–	﹤0.01%	201
2019 Q1	$31K	Hold	720	–	–	﹤0.01%	197
2018 Q4	$28K	Sell	720 -400	-36%	-$15.4K	﹤0.01%	195
2018 Q3	$41K	Hold	1,120	–	–	0.01%	189
2018 Q2	$39K	Hold	1,120	–	–	0.01%	190
2018 Q1	$37K	Hold	1,120	–	–	0.01%	191
2017 Q4	$37K	Hold	1,120	–	–	0.01%	192
2017 Q3	$40K	Hold	1,120	–	–	0.01%	191
2017 Q2	$39K	Buy	1,120 +400	+56%	+$14K	0.01%	197
2017 Q1	$25K	Hold	720	–	–	﹤0.01%	208
2016 Q4	$24K	Hold	720	–	–	﹤0.01%	217
2016 Q3	$23K	Hold	720	–	–	﹤0.01%	220
2016 Q2	$24K	Hold	720	–	–	﹤0.01%	217
2016 Q1	$21K	Hold	720	–	–	﹤0.01%	227
2015 Q4	$19K	Hold	720	–	–	﹤0.01%	276
2015 Q3	$20K	Hold	720	–	–	﹤0.01%	271
2015 Q2	$21K	Hold	720	–	–	﹤0.01%	242
2015 Q1	$23K	Hold	720	–	–	﹤0.01%	226
2014 Q4	$26K	Hold	720	–	–	﹤0.01%	234
2014 Q3	$27K	Hold	720	–	–	0.01%	239
2014 Q2	$28K	Buy	+720	New	+$26.4K	0.01%	216

Other funds holding OGE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Atwood & Palmer's OGE Position: Q3 2026 in Review

Atwood & Palmer opened a new position in OGE Energy (OGE) in Q3 2026: 1,003 shares worth $45.6K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: Atwood & Palmer previously reported a position in OGE as recently as Q1 2026.

Atwood & Palmer first reported a position in OGE in Q2 2014 and has held it in 49 quarters since. 42 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

Atwood & Palmer held 1,003 shares of OGE Energy worth $45.6K as of Q3 2026.
OGE Energy was a new Atwood & Palmer position in Q3 2026.
OGE Energy made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #271 holding.
Atwood & Palmer first reported a position in OGE Energy in Q2 2014 and has held it in 49 quarters since.
42 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.