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Capital A Wealth Management’s OGE Energy OGE Stock Holding History

Capital A Wealth 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
2025
Q2 		$25.7K Buy
736
+722
+5,157% +$32K 0.29% 119
2025
Q1 		$643 Buy
14
+3
+27% +$131 ﹤0.01% 597
2024
Q4 		$454 Buy
+11
New +$458 ﹤0.01% 667

Other funds holding OGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital A Wealth Management's OGE Position: Q2 2025 in Review

Capital A Wealth Management increased its OGE Energy (OGE) stake by 5,157% in Q2 2025, buying an estimated $32K and bringing the position to 736 shares worth $25.7K. The position accounts for 0.29% of the portfolio, ranked #119.

Capital A Wealth Management first reported a position in OGE in Q4 2024 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold OGE as of Q2 2025.

  • Capital A Wealth Management held 736 shares of OGE Energy worth $25.7K as of Q2 2025.
  • Capital A Wealth Management bought 722 OGE Energy shares in Q2 2025, an estimated $32K.
  • OGE Energy made up 0.29% of Capital A Wealth Management's portfolio in Q2 2025, its #119 holding.
  • Capital A Wealth Management first reported a position in OGE Energy in Q4 2024 and has held it in 3 quarters since.
  • 577 funds tracked by Wall St. Rank held OGE Energy as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.