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Crestwood Advisors Group’s OGE Energy OGE Stock Holding History

Crestwood Advisors 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
2026
Q1 		$248K Buy
+5,169
New +$236K ﹤0.01% 657

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

Crestwood Advisors Group's OGE Position: Q1 2026 in Review

Crestwood Advisors Group opened a new position in OGE Energy (OGE) in Q1 2026: 5,169 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #657 among its holdings.

615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Crestwood Advisors Group held 5,169 shares of OGE Energy worth $248K as of Q1 2026.
  • OGE Energy was a new Crestwood Advisors Group position in Q1 2026.
  • OGE Energy made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #657 holding.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.