Carson Wealth (CWM LLC)’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.43M | Buy |
71,521
+11,145
| +18% | +$510K | 0.01% | 961 |
|
|
2025
Q4 | $2.58M | Sell |
60,376
-4,962
| -8% | -$221K | 0.01% | 1046 |
|
|
2025
Q3 | $3.02M | Sell |
65,338
-2,058
| -3% | -$92.1K | 0.01% | 912 |
|
|
2025
Q2 | $2.99M | Sell |
67,396
-1,162
| -2% | -$51.6K | 0.01% | 791 |
|
|
2025
Q1 | $3.15M | Buy |
68,558
+667
| +1% | +$29K | 0.01% | 660 |
|
|
2024
Q4 | $2.8M | Sell |
67,891
-1,116
| -2% | -$46.5K | 0.01% | 661 |
|
|
2024
Q3 | $2.83M | Sell |
69,007
-5,641
| -8% | -$219K | 0.01% | 592 |
|
|
2024
Q2 | $2.67M | Sell |
74,648
-105
| -0.1% | -$3.69K | 0.01% | 570 |
|
|
2024
Q1 | $2.56M | Sell |
74,753
-12,084
| -14% | -$406K | 0.01% | 558 |
|
|
2023
Q4 | $3.03M | Sell |
86,837
-5,327
| -6% | -$184K | 0.02% | 500 |
|
|
2023
Q3 | $3.07M | Sell |
92,164
-6,811
| -7% | -$239K | 0.02% | 455 |
|
|
2023
Q2 | $3.55M | Sell |
98,975
-44
| -0% | -$1.62K | 0.02% | 415 |
|
|
2023
Q1 | $3.73M | Buy |
99,019
+2,022
| +2% | +$76K | 0.03% | 378 |
|
|
2022
Q4 | $3.84M | Buy |
96,997
+2,855
| +3% | +$108K | 0.03% | 350 |
|
|
2022
Q3 | $3.43M | Sell |
94,142
-83,147
| -47% | -$3.35M | 0.03% | 336 |
|
|
2022
Q2 | $6.84M | Buy |
177,289
+8,645
| +5% | +$344K | 0.05% | 248 |
|
|
2022
Q1 | $6.88M | Buy |
168,644
+1,439
| +0.9% | +$54.6K | 0.05% | 261 |
|
|
2021
Q4 | $6.42M | Buy |
+167,205
| New | +$5.86M | 0.05% | 270 |
|
|
2021
Q2 | $6.99M | Hold |
207,577
| – | – | 0.06% | 246 |
|
|
2021
Q1 | $6.99M | Hold |
207,577
| – | – | 0.06% | 246 |
|
|
2020
Q4 | $6.99M | Hold |
207,577
| – | – | 0.06% | 246 |
|
|
2020
Q3 | $6.99M | Hold |
207,577
| – | – | 0.06% | 246 |
|
|
2020
Q2 | $6.99M | Hold |
207,577
| – | – | 0.06% | 246 |
|
|
2020
Q1 | $6.99M | Hold |
207,577
| – | – | 0.06% | 246 |
|
|
2019
Q4 | $6.99M | Hold |
207,577
| – | – | 0.06% | 246 |
|
|
2019
Q3 | $6.99M | Hold |
207,577
| – | – | 0.06% | 246 |
|
|
2019
Q2 | $6.99M | Hold |
207,577
| – | – | 0.06% | 246 |
|
|
2019
Q1 | $6.99M | Buy |
207,577
+207,377
| +103,689% | +$8.59M | 0.06% | 246 |
|
|
2018
Q4 | $8K | Sell |
200
-58
| -22% | -$2.23K | ﹤0.01% | 1414 |
|
|
2018
Q3 | $9K | Buy |
258
+29
| +13% | +$1.05K | ﹤0.01% | 1196 |
|
|
2018
Q2 | $8K | Buy |
229
+29
| +15% | +$974 | ﹤0.01% | 1074 |
|
|
2018
Q1 | $7K | Sell |
200
-2,000
| -91% | -$63.2K | ﹤0.01% | 940 |
|
|
2017
Q4 | $72K | Hold |
2,200
| – | – | ﹤0.01% | 471 |
|
|
2017
Q3 | $79K | Hold |
2,200
| – | – | ﹤0.01% | 443 |
|
|
2017
Q2 | $77K | Hold |
2,200
| – | – | ﹤0.01% | 415 |
|
|
2017
Q1 | $77K | Buy |
2,200
+2,000
| +1,000% | +$69.7K | ﹤0.01% | 386 |
|
|
2016
Q4 | $7K | Buy |
+200
| New | +$6.31K | ﹤0.01% | 797 |
|
Other funds holding OGE
VPM
VCM
Carson Wealth (CWM LLC)'s OGE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its OGE Energy (OGE) stake by 18% in Q1 2026, buying an estimated $510K and bringing the position to 71,521 shares worth $3.43M. The position accounts for 0.01% of the portfolio, ranked #961.
Carson Wealth (CWM LLC) first reported a position in OGE in Q4 2016 and has held it in 37 quarters since. The position peaked at $6.99M in Q2 2021. 618 funds tracked by Wall St. Rank hold OGE as of Q1 2026.
- Carson Wealth (CWM LLC) held 71,521 shares of OGE Energy worth $3.43M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 11,145 OGE Energy shares in Q1 2026, an estimated $510K.
- OGE Energy made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #961 holding.
- Carson Wealth (CWM LLC) first reported a position in OGE Energy in Q4 2016 and has held it in 37 quarters since.
- Carson Wealth (CWM LLC)'s OGE Energy position peaked at $6.99M in Q2 2021.
- 618 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.