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COMPASS FINANCIAL MANAGEMENT LLC’s OGE Energy OGE Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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
Q2 		$8.19K Buy
+172
New +$8.23K ﹤0.01% 1095

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's OGE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in OGE Energy (OGE) in Q2 2026: 172 shares worth $8.19K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings.

479 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 172 shares of OGE Energy worth $8.19K as of Q2 2026.
  • OGE Energy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • OGE Energy made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1095 holding.
  • 479 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.