Brendel Financial Advisors’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $576K | Hold |
12,000
| – | – | 0.28% | 55 |
|
|
2025
Q4 | $512K | Hold |
12,000
| – | – | 0.25% | 60 |
|
|
2025
Q3 | $555K | Hold |
12,000
| – | – | 0.29% | 60 |
|
|
2025
Q2 | $533K | Hold |
12,000
| – | – | 0.3% | 60 |
|
|
2025
Q1 | $552K | Hold |
12,000
| – | – | 0.34% | 63 |
|
|
2024
Q4 | $495K | Hold |
12,000
| – | – | 0.3% | 64 |
|
|
2024
Q3 | $492K | Hold |
12,000
| – | – | 0.28% | 66 |
|
|
2024
Q2 | $428K | Buy |
+12,000
| New | +$421K | 0.27% | 66 |
|
|
2024
Q1 | – | Sell |
-12,000
| Closed | -$419K | – | 86 |
|
|
2023
Q4 | $419K | Buy |
+12,000
| New | +$414K | 0.27% | 66 |
|
|
2023
Q2 | – | Sell |
-12,000
| Closed | -$452K | – | 79 |
|
|
2023
Q1 | $452K | Buy |
+12,000
| New | +$451K | 0.33% | 58 |
|
|
2022
Q3 | – | Sell |
-12,000
| Closed | -$463K | – | 83 |
|
|
2022
Q2 | $463K | Hold |
12,000
| – | – | 0.4% | 63 |
|
|
2022
Q1 | $489K | Hold |
12,000
| – | – | 0.27% | 72 |
|
|
2021
Q4 | $461K | Buy |
+12,000
| New | +$420K | 0.24% | 74 |
|
|
2021
Q3 | – | Sell |
-12,000
| Closed | -$404K | – | 210 |
|
|
2021
Q2 | $404K | Hold |
12,000
| – | – | 0.22% | 80 |
|
|
2021
Q1 | $388K | Hold |
12,000
| – | – | 0.26% | 70 |
|
|
2020
Q4 | $382K | Hold |
12,000
| – | – | 0.26% | 65 |
|
|
2020
Q3 | $360K | Hold |
12,000
| – | – | 0.29% | 65 |
|
|
2020
Q2 | $364K | Hold |
12,000
| – | – | 0.31% | 68 |
|
|
2020
Q1 | $369K | Hold |
12,000
| – | – | 0.43% | 55 |
|
|
2019
Q4 | $534K | Hold |
12,000
| – | – | 0.45% | 53 |
|
|
2019
Q3 | $545K | Hold |
12,000
| – | – | 0.49% | 52 |
|
|
2019
Q2 | $511K | Hold |
12,000
| – | – | 0.49% | 49 |
|
|
2019
Q1 | $517K | Sell |
12,000
-1,650
| -12% | -$68.3K | 0.46% | 51 |
|
|
2018
Q4 | $535K | Buy |
+13,650
| New | +$524K | 0.62% | 49 |
|
Other funds holding OGE
VPM
VCM
