Caprock Group’s OGE Energy OGE Stock Holding History

Caprock Group’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	$345K	Buy	+7,196	New	+$329K	0.01%	874
2025 Q1	$323K	Buy	+7,020	New	+$306K	0.01%	848

Other funds holding OGE

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Caprock Group's OGE Position: Q1 2026 in Review

Caprock Group opened a new position in OGE Energy (OGE) in Q1 2026: 7,196 shares worth $345K. The stake represents 0.01% of the portfolio and ranks #874 among its holdings. This is a return to the name: Caprock Group previously reported a position in OGE as recently as Q1 2025.

Caprock Group first reported a position in OGE in Q1 2025 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Caprock Group held 7,196 shares of OGE Energy worth $345K as of Q1 2026.
OGE Energy was a new Caprock Group position in Q1 2026.
OGE Energy made up 0.01% of Caprock Group's portfolio in Q1 2026, its #874 holding.
Caprock Group first reported a position in OGE Energy in Q1 2025 and has held it in 2 quarters since.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.