CX Institutional’s OGE Energy OGE Stock Holding History

CX Institutional’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 Q3	$228K	Buy	5,029 +3,060	+155%	+$144K	0.01%	712
2026 Q2	$96K	Buy	1,969 +53	+3%	+$2.54K	﹤0.01%	870
2026 Q1	$92K	Buy	1,916 +204	+12%	+$9.33K	﹤0.01%	868
2025 Q4	$73K	Buy	1,712 +1,312	+328%	+$58.5K	﹤0.01%	904
2025 Q3	$19K	Hold	400	–	–	﹤0.01%	1109
2025 Q2	$18K	Hold	400	–	–	﹤0.01%	973
2025 Q1	$18K	Buy	+400	New	+$17.4K	﹤0.01%	959
2022 Q3	–	Sell	-400	Closed	-$15K	–	930
2022 Q2	$15K	Buy	+400	New	+$15.9K	﹤0.01%	889
2020 Q4	–	Sell	-36	Closed	-$1K	–	895
2020 Q3	$1K	Buy	36 +8	+29%	+$252	﹤0.01%	857
2020 Q2	$1K	Buy	+28	New	+$866	﹤0.01%	822

Other funds holding OGE

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

CX Institutional's OGE Position: Q3 2026 in Review

CX Institutional increased its OGE Energy (OGE) stake by 155% in Q3 2026, buying an estimated $144K and bringing the position to 5,029 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #712.

CX Institutional first reported a position in OGE in Q2 2020 and has held it in 10 quarters since. 138 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

CX Institutional held 5,029 shares of OGE Energy worth $228K as of Q3 2026.
CX Institutional bought 3,060 OGE Energy shares in Q3 2026, an estimated $144K.
OGE Energy made up 0.01% of CX Institutional's portfolio in Q3 2026, its #712 holding.
CX Institutional first reported a position in OGE Energy in Q2 2020 and has held it in 10 quarters since.
138 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.