Empirical Wealth Management’s OGE Energy OGE Stock Holding History

Empirical Wealth Management’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	$1.31M	Buy	28,779 +15,111	+111%	+$712K	0.02%	395
2026 Q2	$665K	Buy	13,668 +7,523	+122%	+$360K	0.01%	549
2026 Q1	$295K	Buy	+6,145	New	+$281K	0.01%	796
2023 Q1	–	Sell	-6,405	Closed	-$253K	–	482
2022 Q4	$253K	Sell	6,405 -172	-3%	-$6.52K	0.01%	401
2022 Q3	$240K	Buy	+6,577	New	+$265K	0.01%	416

Other funds holding OGE

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Empirical Wealth Management's OGE Position: Q3 2026 in Review

Empirical Wealth Management increased its OGE Energy (OGE) stake by 111% in Q3 2026, buying an estimated $712K and bringing the position to 28,779 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #395.

Empirical Wealth Management first reported a position in OGE in Q3 2022 and has held it in 5 quarters since. 374 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

Empirical Wealth Management held 28,779 shares of OGE Energy worth $1.31M as of Q3 2026.
Empirical Wealth Management bought 15,111 OGE Energy shares in Q3 2026, an estimated $712K.
OGE Energy made up 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #395 holding.
Empirical Wealth Management first reported a position in OGE Energy in Q3 2022 and has held it in 5 quarters since.
374 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.