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First Citizens Bank & Trust’s OGE Energy OGE Stock Holding History

First Citizens 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
2026
Q2 		$890K Sell
18,294
-689
-4% -$33K 0.01% 339
2026
Q1 		$910K Buy
18,983
+498
+3% +$22.8K 0.02% 312
2025
Q4 		$789K Buy
18,485
+300
+2% +$13.4K 0.02% 340
2025
Q3 		$841K Buy
18,185
+541
+3% +$24.2K 0.02% 314
2025
Q2 		$783K Buy
17,644
+12,935
+275% +$574K 0.01% 324
2025
Q1 		$216K Buy
+4,709
New +$205K 0.01% 464
2024
Q2 		– Sell
-6,677
Closed -$229K – 457
2024
Q1 		$229K Sell
6,677
-70
-1% -$2.35K ﹤0.01% 406
2023
Q4 		$236K Buy
6,747
+40
+0.6% +$1.38K ﹤0.01% 328
2023
Q3 		$224K Buy
6,707
+25
+0.4% +$876 ﹤0.01% 323
2023
Q2 		$240K Buy
6,682
+57
+0.9% +$2.1K ﹤0.01% 316
2023
Q1 		$249K Sell
6,625
-1,388
-17% -$52.2K 0.01% 296
2022
Q4 		$317K Buy
8,013
+559
+7% +$21.2K 0.01% 263
2022
Q3 		$272K Sell
7,454
-4,017
-35% -$162K 0.01% 266
2022
Q2 		$442K Buy
11,471
+23
+0.2% +$914 0.02% 231
2022
Q1 		$467K Buy
11,448
+5,011
+78% +$190K 0.02% 231
2021
Q4 		$247K Buy
6,437
+186
+3% +$6.52K 0.01% 354
2021
Q3 		$206K Sell
6,251
-405
-6% -$14K 0.01% 397
2021
Q2 		$224K Sell
6,656
-1,475
-18% -$49.7K 0.01% 377
2021
Q1 		$263K Buy
8,131
+301
+4% +$9.49K 0.01% 332
2020
Q4 		$249K Sell
7,830
-57
-0.7% -$1.84K 0.01% 316
2020
Q3 		$237K Buy
7,887
+601
+8% +$18.9K 0.02% 306
2020
Q2 		$221K Sell
7,286
-695
-9% -$21.5K 0.02% 338
2020
Q1 		$245K Buy
7,981
+2,441
+44% +$98.7K 0.03% 253
2019
Q4 		$246K Sell
5,540
-113
-2% -$4.88K 0.02% 292
2019
Q3 		$257K Sell
5,653
-8,229
-59% -$356K 0.03% 285
2019
Q2 		$591K Buy
+13,882
New +$588K 0.06% 234
2013
Q4 		– Sell
-18,674
Closed -$674K – 658
2013
Q3 		$674K Buy
18,674
+386
+2% +$13.9K 0.03% 591
2013
Q2 		$623K Buy
+18,288
New +$636K 0.03% 567

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
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
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

First Citizens Bank & Trust's OGE Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its OGE Energy (OGE) stake by 3.6% in Q2 2026, selling an estimated $33K and leaving 18,294 shares worth $890K. The position accounts for 0.01% of the portfolio, ranked #339.

First Citizens Bank & Trust first reported a position in OGE in Q2 2013 and has held it in 28 quarters since. The position peaked at $910K in Q1 2026. 69 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • First Citizens Bank & Trust held 18,294 shares of OGE Energy worth $890K as of Q2 2026.
  • First Citizens Bank & Trust sold 689 OGE Energy shares in Q2 2026, an estimated $33K.
  • OGE Energy made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #339 holding.
  • First Citizens Bank & Trust first reported a position in OGE Energy in Q2 2013 and has held it in 28 quarters since.
  • First Citizens Bank & Trust's OGE Energy position peaked at $910K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.