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 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

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

Elevated Capital Advisors's OGE Position: Q1 2026 in Review

Elevated Capital Advisors reduced its OGE Energy (OGE) stake by 11% in Q1 2026, selling an estimated $75.1K and leaving 13,913 shares worth $667K. The position accounts for 0.17% of the portfolio, ranked #143.

Elevated Capital Advisors first reported a position in OGE in Q2 2024 and has held it in 8 quarters since. The position peaked at $794K in Q2 2025. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Elevated Capital Advisors held 13,913 shares of OGE Energy worth $667K as of Q1 2026.
Elevated Capital Advisors sold 1,641 OGE Energy shares in Q1 2026, an estimated $75.1K.
OGE Energy made up 0.17% of Elevated Capital Advisors's portfolio in Q1 2026, its #143 holding.
Elevated Capital Advisors first reported a position in OGE Energy in Q2 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's OGE Energy position peaked at $794K in Q2 2025.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.