Concurrent Investment Advisors’s OGE Energy OGE Stock Holding History

Concurrent Investment 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 Q2	$395K	Sell	8,115 -3,983	-33%	-$191K	﹤0.01%	1539
2026 Q1	$580K	Sell	12,098 -1,379	-10%	-$63.1K	0.01%	1134
2025 Q4	$575K	Buy	13,477 +200	+2%	+$8.92K	0.01%	1085
2025 Q3	$614K	Sell	13,277 -634	-5%	-$28.4K	0.01%	832
2025 Q2	$617K	Buy	13,911 +156	+1%	+$6.92K	0.01%	768
2025 Q1	$632K	Buy	13,755 +2,920	+27%	+$127K	0.02%	676
2024 Q4	$447K	Buy	10,835 +87	+0.8%	+$3.62K	0.01%	700
2024 Q3	$441K	Buy	10,748 +151	+1%	+$5.86K	0.01%	656
2024 Q2	$378K	Sell	10,597 -681	-6%	-$23.9K	0.01%	670
2024 Q1	$387K	Buy	11,278 +413	+4%	+$13.9K	0.02%	612
2023 Q4	$380K	Buy	+10,865	New	+$375K	0.02%	568

Other funds holding OGE

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Concurrent Investment Advisors's OGE Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its OGE Energy (OGE) stake by 33% in Q2 2026, selling an estimated $191K and leaving 8,115 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Concurrent Investment Advisors first reported a position in OGE in Q4 2023 and has held it in 11 quarters since. The position peaked at $632K in Q1 2025. 220 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Concurrent Investment Advisors held 8,115 shares of OGE Energy worth $395K as of Q2 2026.
Concurrent Investment Advisors sold 3,983 OGE Energy shares in Q2 2026, an estimated $191K.
OGE Energy made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1539 holding.
Concurrent Investment Advisors first reported a position in OGE Energy in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's OGE Energy position peaked at $632K in Q1 2025.
220 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.