Capstone Triton Financial Group’s OGE Energy OGE Stock Holding History

Capstone Triton Financial 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
2025 Q3	–	Sell	-19,037	Closed	-$845K	–	93
2025 Q2	$845K	Buy	+19,037	New	+$845K	0.61%	59
2024 Q4	$785K	Hold	19,037	–	–	0.49%	70
2024 Q3	$781K	Hold	19,037	–	–	0.5%	68
2024 Q2	$680K	Hold	19,037	–	–	0.48%	66
2024 Q1	$653K	Hold	19,037	–	–	0.46%	67
2023 Q4	$665K	Hold	19,037	–	–	0.49%	60
2023 Q3	$635K	Hold	19,037	–	–	0.46%	63
2023 Q2	$684K	Hold	19,037	–	–	0.47%	67
2023 Q1	$717K	Hold	19,037	–	–	0.54%	65
2022 Q4	$753K	Sell	19,037 -648	-3%	-$24.6K	0.6%	64
2022 Q3	$718K	Hold	19,685	–	–	0.61%	55
2022 Q2	$754K	Hold	19,685	–	–	0.57%	57
2022 Q1	$797K	Sell	19,685 -800	-4%	-$30.3K	0.56%	58
2021 Q4	$784K	Hold	20,485	–	–	1.58%	23
2021 Q3	$702K	Hold	20,485	–	–	0.42%	61
2021 Q2	$689K	Hold	20,485	–	–	0.42%	53
2021 Q1	$663K	Hold	20,485	–	–	0.44%	50
2020 Q4	$653K	Buy	+20,485	New	+$662K	0.4%	51

Other funds holding OGE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Capstone Triton Financial Group's OGE Position: Q3 2025 in Review

Capstone Triton Financial Group sold out of OGE Energy (OGE) in Q3 2025, closing a stake of 19,037 shares — an estimated $845K sold.

Capstone Triton Financial Group first reported a position in OGE in Q4 2020 and held it in 18 quarters. The position peaked at $845K in Q2 2025. 573 funds tracked by Wall St. Rank hold OGE as of Q3 2025.

Capstone Triton Financial Group reported no remaining OGE Energy position as of Q3 2025 after selling out during the quarter.
Capstone Triton Financial Group sold 19,037 OGE Energy shares in Q3 2025, an estimated $845K.
Capstone Triton Financial Group first reported a position in OGE Energy in Q4 2020 and held it in 18 quarters.
Capstone Triton Financial Group's OGE Energy position peaked at $845K in Q2 2025.
573 funds tracked by Wall St. Rank held OGE Energy as of Q3 2025.

Based on Capstone Triton Financial Group's 13F filing for Q3 2025, filed 3 Nov 2025.