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EP Wealth Advisors’s OGE Energy OGE Stock Holding History

EP Wealth 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 		$319K Buy
6,654
+600
+10% +$27.4K ﹤0.01% 1123
2025
Q4 		$258K Buy
+6,054
New +$270K ﹤0.01% 1223
2025
Q2 		$354K Sell
7,979
-164
-2% -$7.28K ﹤0.01% 927
2025
Q1 		$374K Buy
8,143
+1,514
+23% +$65.9K ﹤0.01% 819
2024
Q4 		$273K Buy
+6,629
New +$276K ﹤0.01% 913

Other funds holding OGE

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EP Wealth Advisors's OGE Position: Q1 2026 in Review

EP Wealth Advisors increased its OGE Energy (OGE) stake by 9.9% in Q1 2026, buying an estimated $27.4K and bringing the position to 6,654 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

EP Wealth Advisors first reported a position in OGE in Q4 2024 and has held it in 5 quarters since. The position peaked at $374K in Q1 2025. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • EP Wealth Advisors held 6,654 shares of OGE Energy worth $319K as of Q1 2026.
  • EP Wealth Advisors bought 600 OGE Energy shares in Q1 2026, an estimated $27.4K.
  • OGE Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1123 holding.
  • EP Wealth Advisors first reported a position in OGE Energy in Q4 2024 and has held it in 5 quarters since.
  • EP Wealth Advisors's OGE Energy position peaked at $374K in Q1 2025.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.