Center for Financial Planning’s OGE Energy OGE Stock Holding History

Center for Financial Planning’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	$131K	Hold	2,738	–	–	0.01%	206
2025 Q4	$117K	Hold	2,738	–	–	0.01%	211
2025 Q3	$127K	Hold	2,738	–	–	0.01%	204
2025 Q2	$122K	Hold	2,738	–	–	0.01%	199
2025 Q1	$126K	Hold	2,738	–	–	0.02%	182
2024 Q4	$113K	Hold	2,738	–	–	0.02%	190
2024 Q3	$112K	Hold	2,738	–	–	0.02%	180
2024 Q2	$97.7K	Hold	2,738	–	–	0.01%	182
2024 Q1	$93.9K	Hold	2,738	–	–	0.01%	190
2023 Q4	$95.6K	Hold	2,738	–	–	0.02%	172
2023 Q3	$91.3K	Hold	2,738	–	–	0.02%	178
2023 Q2	$98.3K	Hold	2,738	–	–	0.02%	172
2023 Q1	$103K	Hold	2,738	–	–	0.02%	163
2022 Q4	$108K	Hold	2,738	–	–	0.03%	156
2022 Q3	$100K	Hold	2,738	–	–	0.03%	156
2022 Q2	$106K	Hold	2,738	–	–	0.03%	157
2022 Q1	$112K	Hold	2,738	–	–	0.02%	166
2021 Q4	$105K	Hold	2,738	–	–	0.02%	169
2021 Q3	$90K	Hold	2,738	–	–	0.02%	168
2021 Q2	$92K	Hold	2,738	–	–	0.02%	168
2021 Q1	$89K	Hold	2,738	–	–	0.02%	171
2020 Q4	$87K	Hold	2,738	–	–	0.02%	159
2020 Q3	$82K	Hold	2,738	–	–	0.03%	155
2020 Q2	$83K	Hold	2,738	–	–	0.03%	148
2020 Q1	$84K	Hold	2,738	–	–	0.03%	143
2019 Q4	$122K	Buy	+2,738	New	+$118K	0.03%	125

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

Center for Financial Planning's OGE Position: Q1 2026 in Review

Center for Financial Planning held its OGE Energy (OGE) position steady in Q1 2026 at 2,738 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #206.

Center for Financial Planning first reported a position in OGE in Q4 2019 and has held it in 26 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Center for Financial Planning held 2,738 shares of OGE Energy worth $131K as of Q1 2026.
Center for Financial Planning left its OGE Energy share count unchanged in Q1 2026.
OGE Energy made up 0.01% of Center for Financial Planning's portfolio in Q1 2026, its #206 holding.
Center for Financial Planning first reported a position in OGE Energy in Q4 2019 and has held it in 26 quarters since.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.