Global Financial Private Client’s OGE Energy OGE Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-28	Closed	-$1.29K	–	1160
2025 Q1	$1.29K	Buy	28 +20	+250%	+$870	﹤0.01%	992
2024 Q4	$330	Buy	+8	New	+$333	﹤0.01%	1084
2023 Q2	–	Sell	-141	Closed	-$5.25K	–	697
2023 Q1	$5.25K	Hold	141	–	–	﹤0.01%	505
2022 Q4	$5.58K	Buy	+141	New	+$5.35K	﹤0.01%	480

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Global Financial Private Client's OGE Position: Q2 2025 in Review

Global Financial Private Client sold out of OGE Energy (OGE) in Q2 2025, closing a stake of 28 shares — an estimated $1.29K sold.

Global Financial Private Client first reported a position in OGE in Q4 2022 and held it in 4 quarters. The position peaked at $5.58K in Q4 2022. 577 funds tracked by Wall St. Rank hold OGE as of Q2 2025.

Global Financial Private Client reported no remaining OGE Energy position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 28 OGE Energy shares in Q2 2025, an estimated $1.29K.
Global Financial Private Client first reported a position in OGE Energy in Q4 2022 and held it in 4 quarters.
Global Financial Private Client's OGE Energy position peaked at $5.58K in Q4 2022.
577 funds tracked by Wall St. Rank held OGE Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.