Brendel Financial Advisors’s OGE Energy OGE Stock Holding History

Brendel Financial 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 Q2	$584K	Hold	12,000	–	–	0.27%	54
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brendel Financial Advisors's OGE Position: Q2 2026 in Review

Brendel Financial Advisors held its OGE Energy (OGE) position steady in Q2 2026 at 12,000 shares worth $584K. The position accounts for 0.27% of the portfolio, ranked #54.

Brendel Financial Advisors first reported a position in OGE in Q4 2018 and has held it in 25 quarters since. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Brendel Financial Advisors held 12,000 shares of OGE Energy worth $584K as of Q2 2026.
Brendel Financial Advisors left its OGE Energy share count unchanged in Q2 2026.
OGE Energy made up 0.27% of Brendel Financial Advisors's portfolio in Q2 2026, its #54 holding.
Brendel Financial Advisors first reported a position in OGE Energy in Q4 2018 and has held it in 25 quarters since.
644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.