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Evolve Private Wealth’s OGE Energy OGE Stock Holding History

Evolve Private Wealth’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 		$298K Buy
6,129
+904
+17% +$43.3K 0.02% 727
2026
Q1 		$251K Sell
5,225
-247
-5% -$11.3K 0.01% 850
2025
Q4 		$234K Buy
+5,472
New +$244K 0.01% 817

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's OGE Position: Q2 2026 in Review

Evolve Private Wealth increased its OGE Energy (OGE) stake by 17% in Q2 2026, buying an estimated $43.3K and bringing the position to 6,129 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #727.

Evolve Private Wealth first reported a position in OGE in Q4 2025 and has held it in 3 quarters since. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Evolve Private Wealth held 6,129 shares of OGE Energy worth $298K as of Q2 2026.
  • Evolve Private Wealth bought 904 OGE Energy shares in Q2 2026, an estimated $43.3K.
  • OGE Energy made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #727 holding.
  • Evolve Private Wealth first reported a position in OGE Energy in Q4 2025 and has held it in 3 quarters since.
  • 644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

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