EWA
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EverSource Wealth Advisors’s OGE Energy OGE Stock Holding History

EverSource 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 		$171K Buy
3,571
+1,738
+95% +$79.5K 0.01% 1135
2025
Q4 		$78.3K Buy
1,833
+223
+14% +$9.95K ﹤0.01% 1450
2025
Q3 		$74.5K Sell
1,610
-16
-1% -$716 ﹤0.01% 1425
2025
Q2 		$72.2K Buy
1,626
+884
+119% +$39.2K ﹤0.01% 1382
2025
Q1 		$34.1K Buy
742
+248
+50% +$10.8K ﹤0.01% 1422
2024
Q4 		$20.4K Buy
494
+119
+32% +$4.95K ﹤0.01% 1616
2024
Q3 		$15.4K Sell
375
-412
-52% -$16K ﹤0.01% 1630
2024
Q2 		$30.5K Buy
787
+82
+12% +$2.88K ﹤0.01% 1313
2024
Q1 		$24.4K Sell
705
-57
-7% -$1.91K ﹤0.01% 1269
2023
Q4 		$26.6K Buy
762
+488
+178% +$16.8K ﹤0.01% 1123
2023
Q3 		$9.13K Buy
274
+241
+730% +$8.44K ﹤0.01% 1455
2023
Q2 		$1.19K Buy
33
+19
+136% +$700 ﹤0.01% 2162
2023
Q1 		$527 Buy
+14
New +$527 ﹤0.01% 2213

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

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

EverSource Wealth Advisors increased its OGE Energy (OGE) stake by 95% in Q1 2026, buying an estimated $79.5K and bringing the position to 3,571 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #1135.

EverSource Wealth Advisors first reported a position in OGE in Q1 2023 and has held it in 13 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • EverSource Wealth Advisors held 3,571 shares of OGE Energy worth $171K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,738 OGE Energy shares in Q1 2026, an estimated $79.5K.
  • OGE Energy made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1135 holding.
  • EverSource Wealth Advisors first reported a position in OGE Energy in Q1 2023 and has held it in 13 quarters since.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

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