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Clearstead Trust’s OGE Energy OGE Stock Holding History

Clearstead Trust’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 		$36.2K Hold
755
– – 0.01% 354
2025
Q4 		$32.2K Sell
755
-108
-13% -$4.82K 0.01% 383
2025
Q3 		$39.9K Hold
863
– – 0.01% 338
2025
Q2 		$38.3K Sell
863
-43
-5% -$1.91K 0.01% 340
2025
Q1 		$41.6K Buy
+906
New +$39.4K 0.01% 291

Other funds holding OGE

BlackRock
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
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

Clearstead Trust's OGE Position: Q1 2026 in Review

Clearstead Trust held its OGE Energy (OGE) position steady in Q1 2026 at 755 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #354.

Clearstead Trust first reported a position in OGE in Q1 2025 and has held it in 5 quarters since. The position peaked at $41.6K in Q1 2025. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Clearstead Trust held 755 shares of OGE Energy worth $36.2K as of Q1 2026.
  • Clearstead Trust left its OGE Energy share count unchanged in Q1 2026.
  • OGE Energy made up 0.01% of Clearstead Trust's portfolio in Q1 2026, its #354 holding.
  • Clearstead Trust first reported a position in OGE Energy in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Trust's OGE Energy position peaked at $41.6K in Q1 2025.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.