BRWA
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B. Riley Wealth Advisors’s OGE Energy OGE Stock Holding History

B. Riley Wealth Advisors’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 		$201K Buy
+4,087
New +$196K 0.01% 774
2026
Q1 		– Sell
-5,587
Closed -$239K – 1048
2025
Q4 		$239K Sell
5,587
-412
-7% -$18.4K 0.01% 795
2025
Q3 		$278K Sell
5,999
-764
-11% -$34.2K 0.01% 754
2025
Q2 		$300K Buy
+6,763
New +$300K 0.01% 715
2024
Q4 		$291K Sell
7,063
-2,576
-27% -$107K 0.01% 878
2024
Q3 		$395K Buy
9,639
+60
+0.6% +$2.33K 0.01% 838
2024
Q2 		$342K Buy
9,579
+290
+3% +$10.2K 0.01% 964
2024
Q1 		$310K Sell
9,289
-1,918
-17% -$64.4K 0.01% 1021
2023
Q4 		$391K Buy
11,207
+1,918
+21% +$66.2K 0.01% 935
2023
Q3 		$310K Sell
9,289
-2,216
-19% -$77.6K 0.01% 1021
2023
Q2 		$413K Sell
11,505
-671
-6% -$24.7K 0.01% 954
2023
Q1 		$459K Buy
12,176
+4,219
+53% +$159K 0.01% 846
2022
Q4 		$315K Buy
+7,957
New +$302K 0.01% 1030
2022
Q2 		– Sell
-8,196
Closed -$335K – 1342
2022
Q1 		$335K Buy
8,196
+196
+2% +$7.43K 0.01% 958
2021
Q4 		$308K Buy
+8,000
New +$280K 0.01% 1061

Other funds holding OGE

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

B. Riley Wealth Advisors's OGE Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in OGE Energy (OGE) in Q2 2026: 4,087 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #774 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in OGE as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in OGE in Q4 2021 and has held it in 15 quarters since. The position peaked at $459K in Q1 2023. 94 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • B. Riley Wealth Advisors held 4,087 shares of OGE Energy worth $201K as of Q2 2026.
  • OGE Energy was a new B. Riley Wealth Advisors position in Q2 2026.
  • OGE Energy made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #774 holding.
  • B. Riley Wealth Advisors first reported a position in OGE Energy in Q4 2021 and has held it in 15 quarters since.
  • B. Riley Wealth Advisors's OGE Energy position peaked at $459K in Q1 2023.
  • 94 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.