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Cornerstone Planning Group’s OGE Energy OGE Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-12
Closed -$659 – 1807
2025
Q3 		$659 Sell
12
-7
-37% -$313 ﹤0.01% 1419
2025
Q2 		$863 Buy
19
+12
+171% +$532 ﹤0.01% 1151
2025
Q1 		$315 Buy
+7
New +$305 ﹤0.01% 1398

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cornerstone Planning Group's OGE Position: Q4 2025 in Review

Cornerstone Planning Group sold out of OGE Energy (OGE) in Q4 2025, closing a stake of 12 shares — an estimated $659 sold.

Cornerstone Planning Group first reported a position in OGE in Q1 2025 and held it in 3 quarters. The position peaked at $863 in Q2 2025. 581 funds tracked by Wall St. Rank hold OGE as of Q4 2025.

  • Cornerstone Planning Group reported no remaining OGE Energy position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 12 OGE Energy shares in Q4 2025, an estimated $659.
  • Cornerstone Planning Group first reported a position in OGE Energy in Q1 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's OGE Energy position peaked at $863 in Q2 2025.
  • 581 funds tracked by Wall St. Rank held OGE Energy as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.