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Birchwood Financial Partners’s OGE Energy OGE Stock Holding History

Birchwood Financial Partners’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 		$24.3K Hold
500
– – 0.02% 227
2026
Q1 		$24K Hold
500
– – 0.02% 222
2025
Q4 		$21.4K Buy
+500
New +$22.3K 0.02% 229

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

Birchwood Financial Partners's OGE Position: Q2 2026 in Review

Birchwood Financial Partners held its OGE Energy (OGE) position steady in Q2 2026 at 500 shares worth $24.3K. The position accounts for 0.02% of the portfolio, ranked #227.

Birchwood Financial Partners first reported a position in OGE in Q4 2025 and has held it in 3 quarters since. 640 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Birchwood Financial Partners held 500 shares of OGE Energy worth $24.3K as of Q2 2026.
  • Birchwood Financial Partners left its OGE Energy share count unchanged in Q2 2026.
  • OGE Energy made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #227 holding.
  • Birchwood Financial Partners first reported a position in OGE Energy in Q4 2025 and has held it in 3 quarters since.
  • 640 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.