Forvis Mazars Wealth Advisors
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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
Q3 		$406K Hold
8,942
– – 0.01% 330
2026
Q2 		$435K Sell
8,942
-1,680
-16% -$80.4K 0.01% 329
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

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Forvis Mazars Wealth Advisors's OGE Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors held its OGE Energy (OGE) position steady in Q3 2026 at 8,942 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #330.

Forvis Mazars Wealth Advisors first reported a position in OGE in Q2 2022 and has held it in 18 quarters since. The position peaked at $509K in Q1 2026. 374 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 8,942 shares of OGE Energy worth $406K as of Q3 2026.
  • Forvis Mazars Wealth Advisors left its OGE Energy share count unchanged in Q3 2026.
  • OGE Energy made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #330 holding.
  • Forvis Mazars Wealth Advisors first reported a position in OGE Energy in Q2 2022 and has held it in 18 quarters since.
  • Forvis Mazars Wealth Advisors's OGE Energy position peaked at $509K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.