Forvis Mazars Wealth Advisors’s OGE Energy OGE Stock Holding History

Forvis Mazars 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	$509K	Buy	10,622 +16	+0.2%	+$732	0.01%	285
2025 Q4	$453K	Buy	10,606 +151	+1%	+$6.74K	0.01%	300
2025 Q3	$484K	Buy	10,455 +15	+0.1%	+$672	0.01%	289
2025 Q2	$463K	Buy	10,440 +15	+0.1%	+$665	0.01%	296
2025 Q1	$479K	Buy	10,425 +16	+0.2%	+$696	0.01%	289
2024 Q4	$429K	Buy	10,409 +16	+0.2%	+$666	0.01%	332
2024 Q3	$426K	Buy	10,393 +17	+0.2%	+$660	0.01%	338
2024 Q2	$370K	Buy	10,376 +19	+0.2%	+$667	0.01%	326
2024 Q1	$355K	Hold	10,357	–	–	0.01%	329
2023 Q4	$362K	Hold	10,357	–	–	0.01%	319
2023 Q3	$345K	Buy	10,357 +1	+0%	+$35	0.01%	311
2023 Q2	$372K	Hold	10,356	–	–	0.01%	326
2023 Q1	$390K	Hold	10,356	–	–	0.01%	297
2022 Q4	$410K	Hold	10,356	–	–	0.01%	285
2022 Q3	$378K	Sell	10,356 -1	-0%	-$40	0.02%	290
2022 Q2	$399K	Buy	+10,357	New	+$412K	0.02%	283

Other funds holding OGE

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 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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Forvis Mazars Wealth Advisors's OGE Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its OGE Energy (OGE) stake by 0.15% in Q1 2026, buying an estimated $732 and bringing the position to 10,622 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #285.

Forvis Mazars Wealth Advisors first reported a position in OGE in Q2 2022 and has held it in 16 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Forvis Mazars Wealth Advisors held 10,622 shares of OGE Energy worth $509K as of Q1 2026.
Forvis Mazars Wealth Advisors bought 16 OGE Energy shares in Q1 2026, an estimated $732.
OGE Energy made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #285 holding.
Forvis Mazars Wealth Advisors first reported a position in OGE Energy in Q2 2022 and has held it in 16 quarters since.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.