FineMark National Bank & Trust’s OGE Energy OGE Stock Holding History

FineMark National Bank & Trust’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	$391K	Hold	9,156	–	–	0.01%	347
2025 Q3	$424K	Buy	9,156 +43	+0.5%	+$1.93K	0.01%	334
2025 Q2	$404K	Hold	9,113	–	–	0.01%	331
2025 Q1	$419K	Hold	9,113	–	–	0.02%	316
2024 Q4	$376K	Hold	9,113	–	–	0.01%	322
2024 Q3	$374K	Buy	9,113 +233	+3%	+$9.04K	0.01%	323
2024 Q2	$317K	Hold	8,880	–	–	0.01%	335
2024 Q1	$305K	Hold	8,880	–	–	0.01%	343
2023 Q4	$310K	Hold	8,880	–	–	0.01%	329
2023 Q3	$296K	Sell	8,880 -38	-0.4%	-$1.33K	0.01%	335
2023 Q2	$320K	Hold	8,918	–	–	0.01%	330
2023 Q1	$336K	Buy	8,918 +38	+0.4%	+$1.43K	0.01%	318
2022 Q4	$351K	Hold	8,880	–	–	0.02%	300
2022 Q3	$324K	Hold	8,880	–	–	0.02%	302
2022 Q2	$342K	Hold	8,880	–	–	0.02%	317
2022 Q1	$362K	Hold	8,880	–	–	0.01%	330
2021 Q4	$341K	Hold	8,880	–	–	0.01%	361
2021 Q3	$293K	Hold	8,880	–	–	0.01%	364
2021 Q2	$299K	Hold	8,880	–	–	0.01%	371
2021 Q1	$287K	Hold	8,880	–	–	0.01%	365
2020 Q4	$283K	Hold	8,880	–	–	0.01%	345
2020 Q3	$266K	Hold	8,880	–	–	0.01%	321
2020 Q2	$270K	Hold	8,880	–	–	0.01%	306
2020 Q1	$273K	Hold	8,880	–	–	0.02%	281
2019 Q4	$395K	Hold	8,880	–	–	0.02%	271
2019 Q3	$403K	Hold	8,880	–	–	0.02%	269
2019 Q2	$378K	Hold	8,880	–	–	0.02%	273
2019 Q1	$383K	Hold	8,880	–	–	0.02%	262
2018 Q4	$348K	Hold	8,880	–	–	0.02%	270
2018 Q3	$323K	Buy	+8,880	New	+$323K	0.02%	254
2017 Q1	–	Sell	-70	Closed	-$2K	–	793
2016 Q4	$2K	Hold	70	–	–	﹤0.01%	1172
2016 Q3	$2K	Sell	70 -194	-73%	-$6.14K	﹤0.01%	1186
2016 Q2	$9K	Sell	264 -17	-6%	-$509	﹤0.01%	974
2016 Q1	$8K	Sell	281 -646	-70%	-$17K	﹤0.01%	949
2015 Q4	$24K	Sell	927 -400	-30%	-$10.7K	﹤0.01%	787
2015 Q3	$36K	Sell	1,327 -64	-5%	-$1.82K	﹤0.01%	711
2015 Q2	$40K	Sell	1,391 -64	-4%	-$1.99K	0.01%	706
2015 Q1	$46K	Buy	1,455 +761	+110%	+$25.5K	0.01%	687
2014 Q4	$25K	Buy	694 +1	+0.1%	+$36	﹤0.01%	854
2014 Q3	$26K	Buy	693 +40	+6%	+$1.47K	﹤0.01%	818
2014 Q2	$26K	Buy	653 +91	+16%	+$3.33K	﹤0.01%	831
2014 Q1	$21K	Buy	562 +89	+19%	+$3.11K	﹤0.01%	874
2013 Q4	$16K	Buy	473 +17	+4%	+$608	﹤0.01%	902
2013 Q3	$16K	Buy	456 +280	+159%	+$10.1K	﹤0.01%	871
2013 Q2	$6K	Buy	+176	New	+$6.12K	﹤0.01%	1062

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FineMark National Bank & Trust's OGE Position: Q4 2025 in Review

FineMark National Bank & Trust held its OGE Energy (OGE) position steady in Q4 2025 at 9,156 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #347.

FineMark National Bank & Trust first reported a position in OGE in Q2 2013 and has held it in 45 quarters since. The position peaked at $424K in Q3 2025. 581 funds tracked by Wall St. Rank hold OGE as of Q4 2025.

FineMark National Bank & Trust held 9,156 shares of OGE Energy worth $391K as of Q4 2025.
FineMark National Bank & Trust left its OGE Energy share count unchanged in Q4 2025.
OGE Energy made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #347 holding.
FineMark National Bank & Trust first reported a position in OGE Energy in Q2 2013 and has held it in 45 quarters since.
FineMark National Bank & Trust's OGE Energy position peaked at $424K in Q3 2025.
581 funds tracked by Wall St. Rank held OGE Energy as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.