Creative Planning’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.99M | Buy |
145,688
+21,833
| +18% | +$999K | ﹤0.01% | 945 |
|
|
2025
Q4 | $5.29M | Buy |
123,855
+939
| +0.8% | +$41.9K | ﹤0.01% | 972 |
|
|
2025
Q3 | $5.69M | Buy |
122,916
+1,125
| +0.9% | +$50.4K | ﹤0.01% | 796 |
|
|
2025
Q2 | $5.41M | Buy |
121,791
+2,391
| +2% | +$106K | ﹤0.01% | 726 |
|
|
2025
Q1 | $5.49M | Sell |
119,400
-1,576
| -1% | -$68.6K | 0.01% | 675 |
|
|
2024
Q4 | $4.99M | Sell |
120,976
-2,211
| -2% | -$92K | ﹤0.01% | 665 |
|
|
2024
Q3 | $5.05M | Buy |
123,187
+6,894
| +6% | +$268K | 0.01% | 634 |
|
|
2024
Q2 | $4.15M | Buy |
116,293
+23,016
| +25% | +$808K | ﹤0.01% | 690 |
|
|
2024
Q1 | $3.2M | Buy |
93,277
+12,547
| +16% | +$421K | ﹤0.01% | 778 |
|
|
2023
Q4 | $2.82M | Sell |
80,730
-34,803
| -30% | -$1.2M | 0.01% | 771 |
|
|
2023
Q3 | $3.85M | Buy |
115,533
+31,638
| +38% | +$1.11M | 0.01% | 604 |
|
|
2023
Q2 | $3.01M | Sell |
83,895
-3,173
| -4% | -$117K | ﹤0.01% | 668 |
|
|
2023
Q1 | $3.28M | Buy |
87,068
+2,240
| +3% | +$84.2K | ﹤0.01% | 617 |
|
|
2022
Q4 | $3.35M | Sell |
84,828
-4,356
| -5% | -$165K | 0.01% | 579 |
|
|
2022
Q3 | $3.25M | Buy |
89,184
+1,518
| +2% | +$61.2K | 0.01% | 544 |
|
|
2022
Q2 | $3.38M | Sell |
87,666
-1,667
| -2% | -$66.3K | 0.01% | 557 |
|
|
2022
Q1 | $3.64M | Buy |
89,333
+45,058
| +102% | +$1.71M | 0.01% | 532 |
|
|
2021
Q4 | $1.7M | Sell |
44,275
-574
| -1% | -$20.1K | ﹤0.01% | 742 |
|
|
2021
Q3 | $1.48M | Buy |
44,849
+71
| +0.2% | +$2.45K | ﹤0.01% | 781 |
|
|
2021
Q2 | $1.51M | Sell |
44,778
-11,108
| -20% | -$375K | ﹤0.01% | 779 |
|
|
2021
Q1 | $1.81M | Sell |
55,886
-6,068
| -10% | -$191K | ﹤0.01% | 771 |
|
|
2020
Q4 | $1.97M | Buy |
61,954
+19,674
| +47% | +$636K | ﹤0.01% | 678 |
|
|
2020
Q3 | $1.27M | Sell |
42,280
-2,092
| -5% | -$65.8K | ﹤0.01% | 718 |
|
|
2020
Q2 | $1.35M | Sell |
44,372
-18,681
| -30% | -$578K | ﹤0.01% | 638 |
|
|
2020
Q1 | $1.94M | Sell |
63,053
-8,912
| -12% | -$360K | 0.01% | 445 |
|
|
2019
Q4 | $3.2M | Sell |
71,965
-17,609
| -20% | -$761K | 0.01% | 386 |
|
|
2019
Q3 | $4.07M | Buy |
89,574
+16,149
| +22% | +$700K | 0.01% | 320 |
|
|
2019
Q2 | $3.13M | Buy |
73,425
+9,295
| +14% | +$393K | 0.01% | 379 |
|
|
2019
Q1 | $2.77M | Sell |
64,130
-201
| -0.3% | -$8.32K | 0.01% | 382 |
|
|
2018
Q4 | $2.52M | Sell |
64,331
-8,732
| -12% | -$335K | 0.01% | 374 |
|
|
2018
Q3 | $2.65M | Buy |
73,063
+2,341
| +3% | +$85.2K | 0.01% | 406 |
|
|
2018
Q2 | $2.49M | Sell |
70,722
-3,603
| -5% | -$121K | 0.01% | 423 |
|
|
2018
Q1 | $2.44M | Buy |
74,325
+450
| +0.6% | +$14.2K | 0.01% | 416 |
|
|
2017
Q4 | $2.43M | Buy |
73,875
+6,859
| +10% | +$242K | 0.01% | 418 |
|
|
2017
Q3 | $2.42M | Buy |
67,016
+3,064
| +5% | +$109K | 0.01% | 406 |
|
|
2017
Q2 | $2.23M | Buy |
63,952
+2,223
| +4% | +$77.8K | 0.01% | 414 |
|
|
2017
Q1 | $2.16M | Sell |
61,729
-2,725
| -4% | -$94.9K | 0.01% | 397 |
|
|
2016
Q4 | $2.16M | Sell |
64,454
-13,475
| -17% | -$425K | 0.01% | 384 |
|
|
2016
Q3 | $2.46M | Buy |
77,929
+695
| +0.9% | +$22K | 0.02% | 331 |
|
|
2016
Q2 | $2.53M | Buy |
77,234
+419
| +0.5% | +$12.5K | 0.02% | 285 |
|
|
2016
Q1 | $2.2M | Sell |
76,815
-1,018
| -1% | -$26.8K | 0.02% | 297 |
|
|
2015
Q4 | $2.05M | Buy |
77,833
+1,800
| +2% | +$48.3K | 0.02% | 306 |
|
|
2015
Q3 | $2.08M | Sell |
76,033
-2,762
| -4% | -$78.7K | 0.02% | 289 |
|
|
2015
Q2 | $2.25M | Buy |
78,795
+14,602
| +23% | +$454K | 0.02% | 270 |
|
|
2015
Q1 | $2.03M | Sell |
64,193
-706
| -1% | -$23.7K | 0.02% | 275 |
|
|
2014
Q4 | $2.3M | Buy |
64,899
+4,934
| +8% | +$178K | 0.02% | 245 |
|
|
2014
Q3 | $2.23M | Buy |
59,965
+1,802
| +3% | +$66.3K | 0.03% | 224 |
|
|
2014
Q2 | $2.27M | Sell |
58,163
-70
| -0.1% | -$2.56K | 0.03% | 203 |
|
|
2014
Q1 | $2.14M | Sell |
58,233
-400
| -0.7% | -$14K | 0.03% | 192 |
|
|
2013
Q4 | $1.99M | Buy |
58,633
+1,957
| +3% | +$70K | 0.03% | 183 |
|
|
2013
Q3 | $2.04M | Buy |
56,676
+3,300
| +6% | +$119K | 0.04% | 145 |
|
|
2013
Q2 | $1.82M | Buy |
+53,376
| New | +$1.86M | 0.04% | 143 |
|
Other funds holding OGE
VPM
VCM
