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Elevation Wealth Partners’s OGE Energy OGE Stock Holding History

Elevation Wealth 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
Q3 		$59.7K Buy
1,314
+880
+203% +$41.4K 0.02% 334
2026
Q2 		$21.1K Buy
434
+341
+367% +$16.3K 0.01% 574
2026
Q1 		$4.46K Buy
+93
New +$4.25K ﹤0.01% 737

Other funds holding OGE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's OGE Position: Q3 2026 in Review

Elevation Wealth Partners increased its OGE Energy (OGE) stake by 203% in Q3 2026, buying an estimated $41.4K and bringing the position to 1,314 shares worth $59.7K. The position accounts for 0.02% of the portfolio, ranked #334.

Elevation Wealth Partners first reported a position in OGE in Q1 2026 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

  • Elevation Wealth Partners held 1,314 shares of OGE Energy worth $59.7K as of Q3 2026.
  • Elevation Wealth Partners bought 880 OGE Energy shares in Q3 2026, an estimated $41.4K.
  • OGE Energy made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #334 holding.
  • Elevation Wealth Partners first reported a position in OGE Energy in Q1 2026 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.