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 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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Empirical Wealth Management's OGE Position: Q2 2026 in Review

Empirical Wealth Management increased its OGE Energy (OGE) stake by 122% in Q2 2026, buying an estimated $360K and bringing the position to 13,668 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #549.

Empirical Wealth Management first reported a position in OGE in Q3 2022 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Empirical Wealth Management held 13,668 shares of OGE Energy worth $665K as of Q2 2026.
Empirical Wealth Management bought 7,523 OGE Energy shares in Q2 2026, an estimated $360K.
OGE Energy made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #549 holding.
Empirical Wealth Management first reported a position in OGE Energy in Q3 2022 and has held it in 4 quarters since.
78 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.