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Avion Wealth’s OGE Energy OGE Stock Holding History

Avion Wealth’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 		$2K Hold
44
– – ﹤0.01% 896
2025
Q4 		$1K Sell
44
-12
-21% -$535 ﹤0.01% 1094
2025
Q3 		$2K Hold
56
– – ﹤0.01% 890
2025
Q2 		$2K Hold
56
– – ﹤0.01% 841
2025
Q1 		$2K Hold
56
– – ﹤0.01% 752
2024
Q4 		$2K Buy
56
+12
+27% +$500 ﹤0.01% 749
2024
Q3 		$1K Buy
44
+14
+47% +$543 ﹤0.01% 864
2024
Q2 		$1K Buy
30
+15
+100% +$527 ﹤0.01% 780
2024
Q1 		$1K Buy
+15
New +$504 ﹤0.01% 1026
2023
Q4 		– Sell
-33
Closed -$1K – 1263
2023
Q3 		$1K Buy
+33
New +$1.16K ﹤0.01% 693

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

Avion Wealth's OGE Position: Q1 2026 in Review

Avion Wealth held its OGE Energy (OGE) position steady in Q1 2026 at 44 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Avion Wealth first reported a position in OGE in Q3 2023 and has held it in 10 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Avion Wealth held 44 shares of OGE Energy worth $2K as of Q1 2026.
  • Avion Wealth left its OGE Energy share count unchanged in Q1 2026.
  • OGE Energy made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #896 holding.
  • Avion Wealth first reported a position in OGE Energy in Q3 2023 and has held it in 10 quarters since.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.