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 Q2	$36K	Hold	744	–	–	﹤0.01%	569
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 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

Capital Advisors Ltd's OGE Position: Q2 2026 in Review

Capital Advisors Ltd held its OGE Energy (OGE) position steady in Q2 2026 at 744 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Capital Advisors Ltd first reported a position in OGE in Q4 2021 and has held it in 19 quarters since. 642 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Capital Advisors Ltd held 744 shares of OGE Energy worth $36K as of Q2 2026.
Capital Advisors Ltd left its OGE Energy share count unchanged in Q2 2026.
OGE Energy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #569 holding.
Capital Advisors Ltd first reported a position in OGE Energy in Q4 2021 and has held it in 19 quarters since.
642 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.