Essex Savings Bank’s OGE Energy OGE Stock Holding History

Essex Savings Bank’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	$254K	Hold	5,215	–	–	0.05%	266
2026 Q1	$250K	Hold	5,215	–	–	0.06%	253
2025 Q4	$223K	Buy	5,215 +60	+1%	+$2.68K	0.05%	286
2025 Q3	$239K	Hold	5,155	–	–	0.05%	272
2025 Q2	$229K	Hold	5,155	–	–	0.05%	275
2025 Q1	$237K	Sell	5,155 -125	-2%	-$5.44K	0.06%	257
2024 Q4	$218K	Hold	5,280	–	–	0.05%	274
2024 Q3	$217K	Buy	+5,280	New	+$205K	0.05%	269
2023 Q1	–	Sell	-5,155	Closed	-$204K	–	232
2022 Q4	$204K	Buy	+5,155	New	+$195K	0.07%	215
2022 Q2	–	Sell	-5,155	Closed	-$210K	–	225
2022 Q1	$210K	Buy	+5,155	New	+$195K	0.07%	213
2020 Q1	–	Sell	-6,000	Closed	-$267K	–	158
2019 Q4	$267K	Hold	6,000	–	–	0.14%	144
2019 Q3	$272K	Sell	6,000 -6,000	-50%	-$260K	0.14%	139
2019 Q2	$510K	Buy	12,000 +6,000	+100%	+$254K	0.18%	116
2019 Q1	$259K	Hold	6,000	–	–	0.15%	120
2018 Q4	$235K	Buy	+6,000	New	+$230K	0.15%	118

Other funds holding OGE

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ORIO

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

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

Essex Savings Bank's OGE Position: Q2 2026 in Review

Essex Savings Bank held its OGE Energy (OGE) position steady in Q2 2026 at 5,215 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #266.

Essex Savings Bank first reported a position in OGE in Q4 2018 and has held it in 15 quarters since. The position peaked at $510K in Q2 2019. 249 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Essex Savings Bank held 5,215 shares of OGE Energy worth $254K as of Q2 2026.
Essex Savings Bank left its OGE Energy share count unchanged in Q2 2026.
OGE Energy made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #266 holding.
Essex Savings Bank first reported a position in OGE Energy in Q4 2018 and has held it in 15 quarters since.
Essex Savings Bank's OGE Energy position peaked at $510K in Q2 2019.
249 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.