Financial Perspectives’s OGE Energy OGE Stock Holding History

Financial Perspectives’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
2025 Q4	–	Sell	-64	Closed	-$2.96K	–	735
2025 Q3	$2.96K	Hold	64	–	–	﹤0.01%	614
2025 Q2	$2.84K	Hold	64	–	–	﹤0.01%	612
2025 Q1	$2.94K	Hold	64	–	–	﹤0.01%	602
2024 Q4	$2.64K	Hold	64	–	–	﹤0.01%	608
2024 Q3	$2.63K	Hold	64	–	–	﹤0.01%	569
2024 Q2	$2.29K	Hold	64	–	–	﹤0.01%	568
2024 Q1	$2.19K	Hold	64	–	–	﹤0.01%	565
2023 Q4	$2.24K	Hold	64	–	–	﹤0.01%	584
2023 Q3	$2.13K	Buy	+64	New	+$2.24K	﹤0.01%	590

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Perspectives's OGE Position: Q4 2025 in Review

Financial Perspectives sold out of OGE Energy (OGE) in Q4 2025, closing a stake of 64 shares — an estimated $2.96K sold.

Financial Perspectives first reported a position in OGE in Q3 2023 and held it in 9 quarters. The position peaked at $2.96K in Q3 2025. 581 funds tracked by Wall St. Rank hold OGE as of Q4 2025.

Financial Perspectives reported no remaining OGE Energy position as of Q4 2025 after selling out during the quarter.
Financial Perspectives sold 64 OGE Energy shares in Q4 2025, an estimated $2.96K.
Financial Perspectives first reported a position in OGE Energy in Q3 2023 and held it in 9 quarters.
Financial Perspectives's OGE Energy position peaked at $2.96K in Q3 2025.
581 funds tracked by Wall St. Rank held OGE Energy as of Q4 2025.

Based on Financial Perspectives's 13F filing for Q4 2025, filed 28 Jan 2026.