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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
Q2 		$614K Buy
12,625
+5,971
+90% +$286K ﹤0.01% 944
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EP Wealth Advisors's OGE Position: Q2 2026 in Review

EP Wealth Advisors increased its OGE Energy (OGE) stake by 90% in Q2 2026, buying an estimated $286K and bringing the position to 12,625 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

EP Wealth Advisors first reported a position in OGE in Q4 2024 and has held it in 6 quarters since. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • EP Wealth Advisors held 12,625 shares of OGE Energy worth $614K as of Q2 2026.
  • EP Wealth Advisors bought 5,971 OGE Energy shares in Q2 2026, an estimated $286K.
  • OGE Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #944 holding.
  • EP Wealth Advisors first reported a position in OGE Energy in Q4 2024 and has held it in 6 quarters since.
  • 644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.