Diversified Trust’s OGE Energy OGE Stock Holding History

Diversified Trust’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	$232K	Buy	4,758 +41	+0.9%	+$1.96K	﹤0.01%	1006
2026 Q1	$226K	Buy	4,717 +19	+0.4%	+$869	﹤0.01%	938
2025 Q4	$201K	Sell	4,698 -121	-3%	-$5.4K	﹤0.01%	973
2025 Q3	$223K	Buy	4,819 +111	+2%	+$4.97K	﹤0.01%	897
2025 Q2	$209K	Sell	4,708 -5,282	-53%	-$234K	﹤0.01%	862
2025 Q1	$459K	Buy	+9,990	New	+$435K	0.01%	603

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

Diversified Trust's OGE Position: Q2 2026 in Review

Diversified Trust increased its OGE Energy (OGE) stake by 0.87% in Q2 2026, buying an estimated $1.96K and bringing the position to 4,758 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Diversified Trust first reported a position in OGE in Q1 2025 and has held it in 6 quarters since. The position peaked at $459K in Q1 2025. 78 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Diversified Trust held 4,758 shares of OGE Energy worth $232K as of Q2 2026.
Diversified Trust bought 41 OGE Energy shares in Q2 2026, an estimated $1.96K.
OGE Energy made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1006 holding.
Diversified Trust first reported a position in OGE Energy in Q1 2025 and has held it in 6 quarters since.
Diversified Trust's OGE Energy position peaked at $459K in Q1 2025.
78 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.