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Capital Advisors Inc’s OGE Energy OGE Stock Holding History

Capital Advisors Inc’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 		$527K Buy
10,978
+3,764
+52% +$172K 0.01% 220
2025
Q4 		$308K Hold
7,214
– – 0.01% 266
2025
Q3 		$334K Sell
7,214
-100
-1% -$4.48K 0.01% 245
2025
Q2 		$325K Sell
7,314
-2,047
-22% -$90.8K 0.01% 248
2025
Q1 		$430K Sell
9,361
-1,500
-14% -$65.3K 0.01% 210
2024
Q4 		$448K Buy
10,861
+4,447
+69% +$185K 0.01% 204
2024
Q3 		$263K Sell
6,414
-6
-0.1% -$233 0.01% 264
2024
Q2 		$229K Sell
6,420
-323
-5% -$11.3K ﹤0.01% 281
2024
Q1 		$231K Buy
6,743
+6
+0.1% +$201 0.01% 282
2023
Q4 		$235K Sell
6,737
-279
-4% -$9.63K 0.01% 262
2023
Q3 		$234K Hold
7,016
– – 0.01% 234
2023
Q2 		$252K Hold
7,016
– – 0.01% 235
2023
Q1 		$264K Buy
7,016
+279
+4% +$10.5K 0.01% 223
2022
Q4 		$266K Buy
+6,737
New +$255K 0.01% 224
2022
Q3 		– Sell
-6,298
Closed -$243K – 249
2022
Q2 		$243K Buy
6,298
+15
+0.2% +$596 0.01% 220
2022
Q1 		$256K Sell
6,283
-305
-5% -$11.6K 0.01% 222
2021
Q4 		$253K Buy
6,588
+16
+0.2% +$561 0.01% 217
2021
Q3 		$217K Buy
6,572
+16
+0.2% +$552 0.01% 219
2021
Q2 		$221K Buy
6,556
+16
+0.2% +$540 0.01% 224
2021
Q1 		$212K Sell
6,540
-112
-2% -$3.53K 0.01% 217
2020
Q4 		$212K Buy
+6,652
New +$215K 0.01% 197
2020
Q3 		– Sell
-6,236
Closed -$205K – 206
2020
Q2 		$205K Buy
+6,236
New +$193K 0.01% 174
2020
Q1 		– Sell
-4,646
Closed -$207K – 184
2019
Q4 		$207K Buy
+4,646
New +$201K 0.01% 177

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

Capital Advisors Inc's OGE Position: Q1 2026 in Review

Capital Advisors Inc increased its OGE Energy (OGE) stake by 52% in Q1 2026, buying an estimated $172K and bringing the position to 10,978 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #220.

Capital Advisors Inc first reported a position in OGE in Q4 2019 and has held it in 23 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Capital Advisors Inc held 10,978 shares of OGE Energy worth $527K as of Q1 2026.
  • Capital Advisors Inc bought 3,764 OGE Energy shares in Q1 2026, an estimated $172K.
  • OGE Energy made up 0.01% of Capital Advisors Inc's portfolio in Q1 2026, its #220 holding.
  • Capital Advisors Inc first reported a position in OGE Energy in Q4 2019 and has held it in 23 quarters since.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.