Beaird Harris Wealth Management’s OGE Energy OGE Stock Holding History

Beaird Harris Wealth Management’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	$127K	Hold	2,605	–	–	0.01%	186
2026 Q1	$125K	Hold	2,605	–	–	0.01%	170
2025 Q4	$111K	Hold	2,605	–	–	0.01%	182
2025 Q3	$121K	Hold	2,605	–	–	0.01%	167
2025 Q2	$116K	Hold	2,605	–	–	0.01%	170
2025 Q1	$120K	Hold	2,605	–	–	0.01%	150
2024 Q4	$107K	Hold	2,605	–	–	0.01%	168
2024 Q3	$107K	Hold	2,605	–	–	0.01%	173
2024 Q2	$93K	Hold	2,605	–	–	0.01%	168
2024 Q1	$89.4K	Hold	2,605	–	–	0.01%	163
2023 Q4	$91K	Hold	2,605	–	–	0.01%	150
2023 Q3	$86.8K	Hold	2,605	–	–	0.01%	135
2023 Q2	$93.5K	Hold	2,605	–	–	0.01%	133
2023 Q1	$98.1K	Hold	2,605	–	–	0.02%	128
2022 Q4	$103K	Hold	2,605	–	–	0.02%	131
2022 Q3	$95K	Hold	2,605	–	–	0.02%	118
2022 Q2	$100K	Hold	2,605	–	–	0.03%	96
2022 Q1	$106K	Hold	2,605	–	–	0.04%	127
2021 Q4	$100K	Buy	+2,605	New	+$91.3K	0.04%	165

Other funds holding OGE

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return