Edgestream Partners’s OGE Energy OGE Stock Holding History

Edgestream Partners’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	–	Sell	-152,586	Closed	-$6.52M	–	1037
2025 Q4	$6.52M	Sell	152,586 -148,683	-49%	-$6.63M	0.18%	165
2025 Q3	$13.9M	Sell	301,269 -43,017	-12%	-$1.93M	0.41%	18
2025 Q2	$15.3M	Buy	344,286 +259,053	+304%	+$11.5M	0.42%	8
2025 Q1	$3.92M	Buy	85,233 +73,280	+613%	+$3.19M	0.13%	300
2024 Q4	$493K	Buy	+11,953	New	+$498K	0.02%	691
2024 Q3	–	Sell	-20,697	Closed	-$739K	–	1009
2024 Q2	$739K	Buy	20,697 +2,029	+11%	+$71.2K	0.04%	593
2024 Q1	$640K	Buy	+18,668	New	+$627K	0.03%	598
2023 Q3	–	Sell	-44,066	Closed	-$1.58M	–	926
2023 Q2	$1.58M	Buy	+44,066	New	+$1.62M	0.14%	247

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Edgestream Partners's OGE Position: Q1 2026 in Review

Edgestream Partners sold out of OGE Energy (OGE) in Q1 2026, closing a stake of 152,586 shares — an estimated $6.52M sold.

Edgestream Partners first reported a position in OGE in Q2 2023 and held it in 8 quarters. The position peaked at $15.3M in Q2 2025. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Edgestream Partners reported no remaining OGE Energy position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 152,586 OGE Energy shares in Q1 2026, an estimated $6.52M.
Edgestream Partners first reported a position in OGE Energy in Q2 2023 and held it in 8 quarters.
Edgestream Partners's OGE Energy position peaked at $15.3M in Q2 2025.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.