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Capital Advisors Ltd’s OGE Energy OGE Stock Holding History

Capital Advisors Ltd’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 		$36K Buy
744
+739
+14,780% +$33.8K ﹤0.01% 562
2025
Q4 		$0 Sell
5
-739
-99% -$33K ﹤0.01% 1508
2025
Q3 		$34K Hold
744
– – ﹤0.01% 554
2025
Q2 		$33K Hold
744
– – ﹤0.01% 547
2025
Q1 		$34K Hold
744
– – ﹤0.01% 529
2024
Q4 		$31K Hold
744
– – ﹤0.01% 543
2024
Q3 		$31K Hold
744
– – ﹤0.01% 543
2024
Q2 		$27K Sell
744
-13
-2% -$456 ﹤0.01% 557
2024
Q1 		$26K Sell
757
-8
-1% -$269 ﹤0.01% 546
2023
Q4 		$27K Buy
765
+83
+12% +$2.86K ﹤0.01% 523
2023
Q3 		$23K Sell
682
-100
-13% -$3.5K ﹤0.01% 530
2023
Q2 		$28K Buy
782
+504
+181% +$18.6K ﹤0.01% 519
2023
Q1 		$10K Sell
278
-414
-60% -$15.6K ﹤0.01% 562
2022
Q4 		$10K Buy
692
+416
+151% +$15.8K ﹤0.01% 564
2022
Q3 		$10K Buy
276
+65
+31% +$2.62K ﹤0.01% 540
2022
Q2 		$8K Hold
211
– – ﹤0.01% 532
2022
Q1 		$9K Hold
211
– – ﹤0.01% 539
2021
Q4 		$8K Buy
+211
New +$7.39K ﹤0.01% 537

Other funds holding OGE

BlackRock
BlackRock New York $5.7T 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