Cassaday & Co Wealth Management’s OGE Energy OGE Stock Holding History

Cassaday & Co Wealth Management’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	$356K	Hold	7,422	–	–	0.01%	270
2025 Q4	$317K	Hold	7,422	–	–	0.01%	279
2025 Q3	$343K	Hold	7,422	–	–	0.01%	257
2025 Q2	$329K	Hold	7,422	–	–	0.01%	254
2025 Q1	$341K	Hold	7,422	–	–	0.01%	236
2024 Q4	$306K	Hold	7,422	–	–	0.01%	252
2024 Q3	$304K	Hold	7,422	–	–	0.01%	237
2024 Q2	$265K	Hold	7,422	–	–	0.01%	243
2024 Q1	$255K	Hold	7,422	–	–	0.01%	250
2023 Q4	$259K	Hold	7,422	–	–	0.01%	231
2023 Q3	$247K	Hold	7,422	–	–	0.01%	214
2023 Q2	$267K	Hold	7,422	–	–	0.01%	210
2023 Q1	$280K	Hold	7,422	–	–	0.01%	210
2022 Q4	$294K	Buy	+7,422	New	+$281K	0.01%	199

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

Cassaday & Co Wealth Management's OGE Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its OGE Energy (OGE) position steady in Q1 2026 at 7,422 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #270.

Cassaday & Co Wealth Management first reported a position in OGE in Q4 2022 and has held it in 14 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Cassaday & Co Wealth Management held 7,422 shares of OGE Energy worth $356K as of Q1 2026.
Cassaday & Co Wealth Management left its OGE Energy share count unchanged in Q1 2026.
OGE Energy made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #270 holding.
Cassaday & Co Wealth Management first reported a position in OGE Energy in Q4 2022 and has held it in 14 quarters since.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.