AW
OGE icon

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
Q2 		$3K Buy
66
+22
+50% +$1.05K ﹤0.01% 972
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avion Wealth's OGE Position: Q2 2026 in Review

Avion Wealth increased its OGE Energy (OGE) stake by 50% in Q2 2026, buying an estimated $1.05K and bringing the position to 66 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Avion Wealth first reported a position in OGE in Q3 2023 and has held it in 11 quarters since. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Avion Wealth held 66 shares of OGE Energy worth $3K as of Q2 2026.
  • Avion Wealth bought 22 OGE Energy shares in Q2 2026, an estimated $1.05K.
  • OGE Energy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #972 holding.
  • Avion Wealth first reported a position in OGE Energy in Q3 2023 and has held it in 11 quarters since.
  • 644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.