Golden State Wealth Management’s OGE Energy OGE Stock Holding History

Golden State Wealth Management’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	–	Sell	-795	Closed	-$34K	–	1696
2025 Q4	$34K	Buy	795 +7	+0.9%	+$312	﹤0.01%	786
2025 Q3	$36.5K	Buy	788 +8	+1%	+$358	﹤0.01%	753
2025 Q2	$34.7K	Buy	+780	New	+$34.6K	﹤0.01%	725
2019 Q4	–	Sell	-732	Closed	-$33K	–	654
2019 Q3	$33K	Hold	732	–	–	0.01%	524
2019 Q2	$31K	Hold	732	–	–	0.01%	547
2019 Q1	$32K	Buy	+732	New	+$30.3K	0.01%	533

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

Golden State Wealth Management's OGE Position: Q1 2026 in Review

Golden State Wealth Management sold out of OGE Energy (OGE) in Q1 2026, closing a stake of 795 shares — an estimated $34K sold.

Golden State Wealth Management first reported a position in OGE in Q1 2019 and held it in 6 quarters. The position peaked at $36.5K in Q3 2025. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Golden State Wealth Management reported no remaining OGE Energy position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 795 OGE Energy shares in Q1 2026, an estimated $34K.
Golden State Wealth Management first reported a position in OGE Energy in Q1 2019 and held it in 6 quarters.
Golden State Wealth Management's OGE Energy position peaked at $36.5K in Q3 2025.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.