Capstone Investment Advisors’s OGE Energy OGE Stock Holding History

Capstone 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 Q1	$604K	Sell	12,596 -4,240	-25%	-$194K	﹤0.01%	1059
2025 Q4	$719K	Buy	16,836 +8,306	+97%	+$370K	﹤0.01%	998
2025 Q3	$395K	Buy	+8,530	New	+$382K	﹤0.01%	1526
2024 Q3	–	Sell	-6,437	Closed	-$230K	–	2112
2024 Q2	$230K	Buy	+6,437	New	+$226K	﹤0.01%	1714
2024 Q1	–	Sell	-6,302	Closed	-$220K	–	2487
2023 Q4	$220K	Buy	+6,302	New	+$217K	﹤0.01%	1741
2018 Q1	–	Sell	-12,021	Closed	-$395K	–	492
2017 Q4	$395K	Buy	+12,021	New	+$425K	0.01%	310
2017 Q3	–	Sell	-36,362	Closed	-$1.26M	–	681
2017 Q2	$1.26M	Sell	36,362 -108,206	-75%	-$3.78M	0.03%	300
2017 Q1	$5.06M	Buy	+144,568	New	+$5.04M	0.13%	137
2016 Q1	–	Sell	-14,489	Closed	-$380K	–	736
2015 Q4	$380K	Sell	14,489 -1,511	-9%	-$40.6K	0.01%	374
2015 Q3	$437K	Buy	+16,000	New	+$456K	0.01%	282

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Capstone Investment Advisors's OGE Position: Q1 2026 in Review

Capstone Investment Advisors reduced its OGE Energy (OGE) stake by 25% in Q1 2026, selling an estimated $194K and leaving 12,596 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Capstone Investment Advisors first reported a position in OGE in Q3 2015 and has held it in 10 quarters since. The position peaked at $5.06M in Q1 2017. 618 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Capstone Investment Advisors held 12,596 shares of OGE Energy worth $604K as of Q1 2026.
Capstone Investment Advisors sold 4,240 OGE Energy shares in Q1 2026, an estimated $194K.
OGE Energy made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1059 holding.
Capstone Investment Advisors first reported a position in OGE Energy in Q3 2015 and has held it in 10 quarters since.
Capstone Investment Advisors's OGE Energy position peaked at $5.06M in Q1 2017.
618 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.