Disciplined Investments’s OGE Energy OGE Stock Holding History

Disciplined Investments’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	$276K	Buy	+5,747	New	+$263K	0.1%	115
2023 Q3	–	Sell	-3,449	Closed	-$124K	–	1097
2023 Q2	$124K	Sell	3,449 -998	-22%	-$36.8K	0.07%	136
2023 Q1	$167K	Buy	4,447 +998	+29%	+$37.5K	0.07%	137
2022 Q4	$136K	Sell	3,449 -1,005	-23%	-$38.1K	0.07%	127
2022 Q3	$162K	Sell	4,454 -20	-0.4%	-$807	0.07%	137
2022 Q2	$173K	Sell	4,474 -170	-4%	-$6.76K	0.08%	133
2022 Q1	$189K	Buy	4,644 +2,546	+121%	+$96.5K	0.08%	129
2021 Q4	$81K	Buy	2,098 +900	+75%	+$31.5K	0.04%	170
2021 Q3	$39K	Hold	1,198	–	–	0.02%	220
2021 Q2	$40K	Hold	1,198	–	–	0.02%	210
2021 Q1	$39K	Buy	1,198 +1,025	+592%	+$32.3K	0.02%	193
2020 Q4	$6K	Sell	173 -1,000	-85%	-$32.3K	﹤0.01%	251
2020 Q3	$35K	Hold	1,173	–	–	0.03%	178
2020 Q2	$36K	Sell	1,173 -25	-2%	-$773	0.03%	186
2020 Q1	$37K	Sell	1,198 -875	-42%	-$35.4K	0.04%	177
2019 Q4	$92K	Buy	+2,073	New	+$89.6K	0.08%	123

Other funds holding OGE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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