AAS
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Avantax Advisory Services’s OGE Energy OGE Stock Holding History

Avantax Advisory Services’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
Q2 		$904K Sell
20,369
-16,226
-44% -$720K 0.01% 1228
2025
Q1 		$1.68M Buy
36,595
+17,145
+88% +$746K 0.01% 838
2024
Q4 		$802K Sell
19,450
-2,894
-13% -$120K 0.01% 1152
2024
Q3 		$917K Sell
22,344
-4,557
-17% -$177K 0.01% 1075
2024
Q2 		$960K Sell
26,901
-68,861
-72% -$2.42M 0.01% 997
2024
Q1 		$3.28M Buy
95,762
+10,556
+12% +$354K 0.03% 403
2023
Q4 		$2.98M Buy
85,206
+6,911
+9% +$238K 0.03% 404
2023
Q3 		$2.61M Buy
78,295
+5,176
+7% +$181K 0.03% 390
2023
Q2 		$2.63M Buy
73,119
+13,552
+23% +$499K 0.03% 381
2023
Q1 		$2.24M Buy
59,567
+44,339
+291% +$1.67M 0.03% 408
2022
Q4 		$602K Buy
15,228
+2,449
+19% +$92.9K 0.01% 790
2022
Q3 		$466K Buy
12,779
+1,093
+9% +$44.1K 0.01% 806
2022
Q2 		$451K Buy
11,686
+3,697
+46% +$147K 0.01% 831
2022
Q1 		$325K Sell
7,989
-6
-0.1% -$228 ﹤0.01% 960
2021
Q4 		$307K Buy
7,995
+601
+8% +$21.1K ﹤0.01% 966
2021
Q3 		$244K Buy
7,394
+844
+13% +$29.1K ﹤0.01% 1016
2021
Q2 		$221K Sell
6,550
-210
-3% -$7.08K ﹤0.01% 1033
2021
Q1 		$219K Buy
+6,760
New +$213K ﹤0.01% 938
2020
Q4 		– Sell
-22,258
Closed -$668K – 1217
2020
Q3 		$668K Buy
+22,258
New +$700K 0.01% 697

Other funds holding OGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Avantax Advisory Services's OGE Position: Q2 2025 in Review

Avantax Advisory Services reduced its OGE Energy (OGE) stake by 44% in Q2 2025, selling an estimated $720K and leaving 20,369 shares worth $904K. The position accounts for 0.01% of the portfolio, ranked #1228.

Avantax Advisory Services first reported a position in OGE in Q3 2020 and has held it in 19 quarters since. The position peaked at $3.28M in Q1 2024. 577 funds tracked by Wall St. Rank hold OGE as of Q2 2025.

  • Avantax Advisory Services held 20,369 shares of OGE Energy worth $904K as of Q2 2025.
  • Avantax Advisory Services sold 16,226 OGE Energy shares in Q2 2025, an estimated $720K.
  • OGE Energy made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1228 holding.
  • Avantax Advisory Services first reported a position in OGE Energy in Q3 2020 and has held it in 19 quarters since.
  • Avantax Advisory Services's OGE Energy position peaked at $3.28M in Q1 2024.
  • 577 funds tracked by Wall St. Rank held OGE Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.