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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
Q2 		$371K Buy
7,622
+2,453
+47% +$117K 0.01% 594
2026
Q1 		$248K Buy
+5,169
New +$236K ﹤0.01% 657

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Crestwood Advisors Group's OGE Position: Q2 2026 in Review

Crestwood Advisors Group increased its OGE Energy (OGE) stake by 47% in Q2 2026, buying an estimated $117K and bringing the position to 7,622 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #594.

Crestwood Advisors Group first reported a position in OGE in Q1 2026 and has held it in 2 quarters since. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Crestwood Advisors Group held 7,622 shares of OGE Energy worth $371K as of Q2 2026.
  • Crestwood Advisors Group bought 2,453 OGE Energy shares in Q2 2026, an estimated $117K.
  • OGE Energy made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #594 holding.
  • Crestwood Advisors Group first reported a position in OGE Energy in Q1 2026 and has held it in 2 quarters since.
  • 644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.