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Capital Investment Advisors’s OGE Energy OGE Stock Holding History

Capital Investment Advisors’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 		$233K Buy
4,784
+231
+5% +$11.1K ﹤0.01% 716
2026
Q1 		$218K Buy
+4,553
New +$208K ﹤0.01% 693
2024
Q4 		– Sell
-5,033
Closed -$206K – 689
2024
Q3 		$206K Buy
+5,033
New +$195K ﹤0.01% 615

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Capital Investment Advisors increased its OGE Energy (OGE) stake by 5.1% in Q2 2026, buying an estimated $11.1K and bringing the position to 4,784 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Capital Investment Advisors first reported a position in OGE in Q3 2024 and has held it in 3 quarters since. 642 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Capital Investment Advisors held 4,784 shares of OGE Energy worth $233K as of Q2 2026.
  • Capital Investment Advisors bought 231 OGE Energy shares in Q2 2026, an estimated $11.1K.
  • OGE Energy made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #716 holding.
  • Capital Investment Advisors first reported a position in OGE Energy in Q3 2024 and has held it in 3 quarters since.
  • 642 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.