Clearstead Advisors’s OGE Energy OGE Stock Holding History

Clearstead Advisors’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	$3.12K	Sell	65 -816	-93%	-$37.3K	﹤0.01%	1808
2025 Q4	$37.6K	Buy	881 +432	+96%	+$19.3K	﹤0.01%	1510
2025 Q3	$20.8K	Sell	449 -236	-34%	-$10.6K	﹤0.01%	1629
2025 Q2	$30.4K	Buy	685 +673	+5,608%	+$29.9K	﹤0.01%	1452
2025 Q1	$552	Buy	+12	New	+$522	﹤0.01%	2060
2024 Q4	–	Sell	-50	Closed	-$2.03K	–	2163
2024 Q3	$2.03K	Buy	50 +1	+2%	+$39	﹤0.01%	1836
2024 Q2	$1.75K	Buy	+49	New	+$1.72K	﹤0.01%	1832
2023 Q4	–	Sell	-106	Closed	-$3.53K	–	1614
2023 Q3	$3.53K	Buy	106 +53	+100%	+$1.86K	﹤0.01%	1306
2023 Q2	$1.9K	Hold	53	–	–	﹤0.01%	1162
2023 Q1	$2K	Buy	+53	New	+$1.99K	﹤0.01%	1135

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return