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Callan Family Office’s OGE Energy OGE Stock Holding History

Callan Family Office’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 		$218K Sell
4,546
-2,563
-36% -$117K ﹤0.01% 1039
2025
Q4 		$304K Buy
7,109
+915
+15% +$40.8K 0.01% 925
2025
Q3 		$287K Sell
6,194
-167
-3% -$7.48K 0.01% 725
2025
Q2 		$282K Buy
+6,361
New +$282K 0.01% 787

Other funds holding OGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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

Callan Family Office's OGE Position: Q1 2026 in Review

Callan Family Office reduced its OGE Energy (OGE) stake by 36% in Q1 2026, selling an estimated $117K and leaving 4,546 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Callan Family Office first reported a position in OGE in Q2 2025 and has held it in 4 quarters since. The position peaked at $304K in Q4 2025. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Callan Family Office held 4,546 shares of OGE Energy worth $218K as of Q1 2026.
  • Callan Family Office sold 2,563 OGE Energy shares in Q1 2026, an estimated $117K.
  • OGE Energy made up ﹤0.01% of Callan Family Office's portfolio in Q1 2026, its #1039 holding.
  • Callan Family Office first reported a position in OGE Energy in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's OGE Energy position peaked at $304K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.