Belpointe Asset Management
OGE icon

Belpointe Asset Management’s OGE Energy OGE Stock Holding History

Belpointe Asset 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
Q3 		$414K Buy
9,106
+202
+2% +$9.5K 0.01% 804
2026
Q2 		$433K Buy
8,904
+148
+2% +$7.08K 0.01% 769
2026
Q1 		$420K Sell
8,756
-1,513
-15% -$69.2K 0.02% 752
2025
Q4 		$439K Buy
10,269
+25
+0.2% +$1.12K 0.02% 698
2025
Q3 		$474K Buy
10,244
+25
+0.2% +$1.12K 0.02% 645
2025
Q2 		$454K Buy
10,219
+13
+0.1% +$577 0.02% 608
2025
Q1 		$469K Sell
10,206
-93
-0.9% -$4.05K 0.02% 584
2024
Q4 		$407K Buy
10,299
+25
+0.2% +$1.04K 0.02% 562
2024
Q3 		$421K Sell
10,274
-79
-0.8% -$3.07K 0.03% 548
2024
Q2 		$370K Buy
10,353
+1,811
+21% +$63.6K 0.03% 525
2024
Q1 		$293K Sell
8,542
-1,029
-11% -$34.5K 0.02% 600
2023
Q4 		$334K Buy
9,571
+147
+2% +$5.07K 0.03% 492
2023
Q3 		$314K Sell
9,424
-331
-3% -$11.6K 0.03% 459
2023
Q2 		$350K Sell
9,755
-496
-5% -$18.3K 0.04% 396
2023
Q1 		$386K Sell
10,251
-64
-0.6% -$2.41K 0.02% 651
2022
Q4 		$408K Buy
10,315
+365
+4% +$13.8K 0.02% 624
2022
Q3 		$363K Buy
9,950
+963
+11% +$38.9K 0.02% 622
2022
Q2 		$347K Buy
8,987
+259
+3% +$10.3K 0.02% 625
2022
Q1 		$356K Sell
8,728
-549
-6% -$20.8K 0.02% 657
2021
Q4 		$357K Buy
9,277
+37
+0.4% +$1.3K 0.02% 635
2021
Q3 		$304K Buy
9,240
+592
+7% +$20.4K 0.02% 675
2021
Q2 		$291K Buy
+8,648
New +$292K 0.02% 683
2020
Q3 		– Sell
-3,483
Closed -$106K – 815
2020
Q2 		$106K Buy
+3,483
New +$108K 0.01% 707
2020
Q1 		– Sell
-2,600
Closed -$116K – 728
2019
Q4 		$116K Buy
2,600
+117
+5% +$5.05K 0.01% 728
2019
Q3 		$113K Sell
2,483
-486
-16% -$21.1K 0.02% 633
2019
Q2 		$126K Buy
2,969
+14
+0.5% +$593 0.02% 530
2019
Q1 		$127K Sell
2,955
-4,314
-59% -$179K 0.02% 392
2018
Q4 		$285K Buy
7,269
+156
+2% +$5.99K 0.07% 286
2018
Q3 		$258K Buy
+7,113
New +$259K 0.04% 392

Other funds holding OGE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Belpointe Asset Management's OGE Position: Q3 2026 in Review

Belpointe Asset Management increased its OGE Energy (OGE) stake by 2.3% in Q3 2026, buying an estimated $9.5K and bringing the position to 9,106 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #804.

Belpointe Asset Management first reported a position in OGE in Q3 2018 and has held it in 29 quarters since. The position peaked at $474K in Q3 2025. 335 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

  • Belpointe Asset Management held 9,106 shares of OGE Energy worth $414K as of Q3 2026.
  • Belpointe Asset Management bought 202 OGE Energy shares in Q3 2026, an estimated $9.5K.
  • OGE Energy made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #804 holding.
  • Belpointe Asset Management first reported a position in OGE Energy in Q3 2018 and has held it in 29 quarters since.
  • Belpointe Asset Management's OGE Energy position peaked at $474K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.