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Foundations Investment Advisors’s OGE Energy OGE Stock Holding History

Foundations Investment 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 		$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

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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.