Bell Investment Advisors’s OGE Energy OGE Stock Holding History

Bell Investment 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 Q1	$20.8K	Hold	434	–	–	﹤0.01%	444
2025 Q4	$18.5K	Hold	434	–	–	﹤0.01%	473
2025 Q3	$20.1K	Hold	434	–	–	﹤0.01%	408
2025 Q2	$19.3K	Hold	434	–	–	﹤0.01%	436
2025 Q1	$19.9K	Hold	434	–	–	﹤0.01%	388
2024 Q4	$17.9K	Sell	434 -39	-8%	-$1.62K	﹤0.01%	420
2024 Q3	$19.4K	Sell	473 -30	-6%	-$1.16K	﹤0.01%	413
2024 Q2	$18K	Buy	503 +37	+8%	+$1.3K	﹤0.01%	417
2024 Q1	$16K	Sell	466 -57	-11%	-$1.91K	﹤0.01%	429
2023 Q4	$18.3K	Buy	523 +395	+309%	+$13.6K	﹤0.01%	376
2023 Q3	$4.27K	Sell	128 -249	-66%	-$8.72K	﹤0.01%	891
2023 Q2	$13.5K	Buy	377 +20	+6%	+$736	﹤0.01%	411
2023 Q1	$13.4K	Buy	357 +115	+48%	+$4.33K	﹤0.01%	400
2022 Q4	$9.57K	Buy	242 +182	+303%	+$6.9K	﹤0.01%	501
2022 Q3	$2K	Buy	60 +24	+67%	+$968	﹤0.01%	1174
2022 Q2	$1K	Buy	+36	New	+$1.43K	﹤0.01%	1526
2021 Q4	$1K	Buy	31 +14	+82%	+$491	﹤0.01%	1533
2021 Q3	$1K	Buy	+17	New	+$587	﹤0.01%	1490

Other funds holding OGE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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