Covestor’s OGE Energy OGE Stock Holding History

Covestor’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	$19K	Sell	392 -121	-24%	-$5.54K	0.01%	1136
2025 Q4	$22K	Buy	513 +179	+54%	+$7.98K	0.01%	1253
2025 Q3	$15K	Sell	334 -16	-5%	-$716	0.01%	1404
2025 Q2	$16K	Buy	350 +2	+0.6%	+$89	0.01%	1332
2025 Q1	$16K	Buy	348 +26	+8%	+$1.13K	0.01%	1268
2024 Q4	$13K	Buy	322 +7	+2%	+$291	0.01%	1395
2024 Q3	$13K	Sell	315 -257	-45%	-$9.97K	0.01%	1402
2024 Q2	$21K	Buy	572 +2	+0.4%	+$70	0.01%	1183
2024 Q1	$19K	Buy	570 +4	+0.7%	+$134	0.01%	1234
2023 Q4	$20K	Buy	566 +43	+8%	+$1.48K	0.01%	1202
2023 Q3	$18K	Buy	523 +18	+4%	+$631	0.01%	1153
2023 Q2	$18K	Sell	505 -5,421	-91%	-$200K	0.01%	1187
2023 Q1	$223K	Buy	5,926 +5,618	+1,824%	+$211K	0.19%	75
2022 Q4	$12K	Sell	308 -17	-5%	-$645	0.01%	1248
2022 Q3	$12K	Sell	325 -7,679	-96%	-$310K	0.01%	1196
2022 Q2	$309K	Buy	8,004 +19	+0.2%	+$755	0.25%	51
2022 Q1	$326K	Buy	7,985 +2,776	+53%	+$105K	0.22%	52
2021 Q4	$200K	Buy	+5,209	New	+$183K	0.28%	31

Other funds holding OGE

BlackRock New York $5.7T 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