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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
Q2 		$280K Hold
5,747
– – 0.09% 118
2026
Q1 		$276K Buy
+5,747
New +$263K 0.1% 115
2023
Q3 		– Sell
-3,449
Closed -$124K – 1096
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
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

Disciplined Investments's OGE Position: Q2 2026 in Review

Disciplined Investments held its OGE Energy (OGE) position steady in Q2 2026 at 5,747 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #118.

Disciplined Investments first reported a position in OGE in Q4 2019 and has held it in 17 quarters since. 642 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Disciplined Investments held 5,747 shares of OGE Energy worth $280K as of Q2 2026.
  • Disciplined Investments left its OGE Energy share count unchanged in Q2 2026.
  • OGE Energy made up 0.09% of Disciplined Investments's portfolio in Q2 2026, its #118 holding.
  • Disciplined Investments first reported a position in OGE Energy in Q4 2019 and has held it in 17 quarters since.
  • 642 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.