Foundations Investment Advisors’s OGE Energy OGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$838K Sell
17,470
-97
-0.6% -$4.44K 0.01% 565
2025
Q4
$750K Buy
17,567
+1,284
+8% +$57.3K 0.01% 587
2025
Q3
$753K Buy
16,283
+933
+6% +$41.8K 0.01% 538
2025
Q2
$681K Buy
15,350
+14
+0.1% +$621 0.01% 509
2025
Q1
$705K Buy
15,336
+593
+4% +$25.8K 0.01% 486
2024
Q4
$608K Buy
14,743
+4,328
+42% +$180K 0.01% 506
2024
Q3
$427K Buy
10,415
+28
+0.3% +$1.09K 0.01% 553
2024
Q2
$371K Buy
10,387
+30
+0.3% +$1.05K 0.01% 564
2024
Q1
$355K Sell
10,357
-2,104
-17% -$70.6K 0.01% 541
2023
Q4
$422K Sell
12,461
-678
-5% -$23.4K 0.01% 475
2023
Q3
$438K Buy
13,139
+880
+7% +$30.8K 0.01% 423
2023
Q2
$440K Buy
12,259
+1,335
+12% +$49.2K 0.01% 388
2023
Q1
$411K Buy
+10,924
New +$411K 0.01% 347

Other funds holding OGE

Foundations Investment Advisors's OGE Position: Q1 2026 in Review

Foundations Investment Advisors reduced its OGE Energy (OGE) stake by 0.55% in Q1 2026, selling an estimated $4.44K and leaving 17,470 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #565.

Foundations Investment Advisors first reported a position in OGE in Q1 2023 and has held it in 13 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Foundations Investment Advisors held 17,470 shares of OGE Energy worth $838K as of Q1 2026.
  • Foundations Investment Advisors sold 97 OGE Energy shares in Q1 2026, an estimated $4.44K.
  • OGE Energy made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #565 holding.
  • Foundations Investment Advisors first reported a position in OGE Energy in Q1 2023 and has held it in 13 quarters since.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.