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Everhart Financial Group’s OGE Energy OGE Stock Holding History

Everhart Financial Group’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 		$939K Sell
19,288
-534
-3% -$25.6K 0.06% 186
2026
Q1 		$951K Buy
19,822
+1,051
+6% +$48.1K 0.08% 183
2025
Q4 		$802K Sell
18,771
-2,150
-10% -$95.9K 0.07% 192
2025
Q3 		$968K Buy
20,921
+1,116
+6% +$50K 0.1% 145
2025
Q2 		$879K Buy
19,805
+1,651
+9% +$73.2K 0.1% 135
2025
Q1 		$834K Buy
18,154
+3,691
+26% +$161K 0.11% 128
2024
Q4 		$597K Buy
14,463
+1,073
+8% +$44.7K 0.12% 163
2024
Q3 		$549K Buy
13,390
+2,408
+22% +$93.4K 0.12% 183
2024
Q2 		$392K Buy
10,982
+1,213
+12% +$42.6K 0.1% 195
2024
Q1 		$335K Sell
9,769
-443
-4% -$14.9K 0.1% 200
2023
Q4 		$357K Buy
10,212
+3,520
+53% +$121K 0.13% 155
2023
Q3 		$223K Sell
6,692
-633
-9% -$22.2K 0.09% 189
2023
Q2 		$263K Buy
7,325
+675
+10% +$24.9K 0.11% 173
2023
Q1 		$250K Buy
+6,650
New +$250K 0.11% 162

Other funds holding OGE

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

Everhart Financial Group's OGE Position: Q2 2026 in Review

Everhart Financial Group reduced its OGE Energy (OGE) stake by 2.7% in Q2 2026, selling an estimated $25.6K and leaving 19,288 shares worth $939K. The position accounts for 0.06% of the portfolio, ranked #186.

Everhart Financial Group first reported a position in OGE in Q1 2023 and has held it in 14 quarters since. The position peaked at $968K in Q3 2025. 78 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Everhart Financial Group held 19,288 shares of OGE Energy worth $939K as of Q2 2026.
  • Everhart Financial Group sold 534 OGE Energy shares in Q2 2026, an estimated $25.6K.
  • OGE Energy made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #186 holding.
  • Everhart Financial Group first reported a position in OGE Energy in Q1 2023 and has held it in 14 quarters since.
  • Everhart Financial Group's OGE Energy position peaked at $968K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.