Elevated Capital Advisors
OGE icon

Elevated Capital Advisors’s OGE Energy OGE Stock Holding History

Elevated Capital Advisors’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
Q3 		$67.7K Sell
1,490
-5,133
-78% -$242K 0.02% 257
2026
Q2 		$322K Sell
6,623
-7,290
-52% -$349K 0.09% 195
2026
Q1 		$667K Sell
13,913
-1,641
-11% -$75.1K 0.17% 143
2025
Q4 		$664K Buy
15,554
+608
+4% +$27.1K 0.15% 163
2025
Q3 		$692K Sell
14,946
-2,320
-13% -$104K 0.17% 161
2025
Q2 		$794K Hold
17,266
– – 0.22% 135
2025
Q1 		$794K Buy
17,266
+198
+1% +$8.62K 0.22% 135
2024
Q4 		$704K Sell
17,068
-299
-2% -$12.4K 0.19% 151
2024
Q3 		$712K Sell
17,367
-434
-2% -$16.8K 0.19% 163
2024
Q2 		$635K Buy
+17,801
New +$625K 0.18% 155

Other funds holding OGE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
John G. Ullman & Associates
John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Elevated Capital Advisors's OGE Position: Q3 2026 in Review

Elevated Capital Advisors reduced its OGE Energy (OGE) stake by 78% in Q3 2026, selling an estimated $242K and leaving 1,490 shares worth $67.7K. The position accounts for 0.02% of the portfolio, ranked #257.

Elevated Capital Advisors first reported a position in OGE in Q2 2024 and has held it in 10 quarters since. The position peaked at $794K in Q2 2025. 265 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

  • Elevated Capital Advisors held 1,490 shares of OGE Energy worth $67.7K as of Q3 2026.
  • Elevated Capital Advisors sold 5,133 OGE Energy shares in Q3 2026, an estimated $242K.
  • OGE Energy made up 0.02% of Elevated Capital Advisors's portfolio in Q3 2026, its #257 holding.
  • Elevated Capital Advisors first reported a position in OGE Energy in Q2 2024 and has held it in 10 quarters since.
  • Elevated Capital Advisors's OGE Energy position peaked at $794K in Q2 2025.
  • 265 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.