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 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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

CX Institutional's OGE Position: Q2 2026 in Review

CX Institutional increased its OGE Energy (OGE) stake by 2.8% in Q2 2026, buying an estimated $2.54K and bringing the position to 1,969 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

CX Institutional first reported a position in OGE in Q2 2020 and has held it in 9 quarters since. 69 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

CX Institutional held 1,969 shares of OGE Energy worth $96K as of Q2 2026.
CX Institutional bought 53 OGE Energy shares in Q2 2026, an estimated $2.54K.
OGE Energy made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #870 holding.
CX Institutional first reported a position in OGE Energy in Q2 2020 and has held it in 9 quarters since.
69 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.