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Gries Financial’s OGE Energy OGE Stock Holding History

Gries Financial’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
Q3 		– Sell
-28,664
Closed -$1.27M – 336
2025
Q2 		$1.27M Buy
28,664
+750
+3% +$33.3K 0.23% 107
2025
Q1 		$1.28M Sell
27,914
-2,963
-10% -$129K 0.25% 100
2024
Q4 		$1.27M Buy
30,877
+514
+2% +$21.4K 0.23% 105
2024
Q3 		$1.25M Sell
30,363
-7,579
-20% -$294K 0.23% 104
2024
Q2 		$1.35M Sell
37,942
-969
-2% -$34K 0.28% 93
2024
Q1 		$1.33M Sell
38,911
-1,481
-4% -$49.7K 0.22% 113
2023
Q4 		$1.41M Sell
40,392
-377
-0.9% -$13K 0.31% 83
2023
Q3 		$1.36M Sell
40,769
-340
-0.8% -$11.9K 0.37% 78
2023
Q2 		$1.48M Sell
41,109
-22,088
-35% -$813K 0.41% 69
2023
Q1 		$2.38M Sell
63,197
-5,414
-8% -$204K 0.7% 39
2022
Q4 		$2.71M Buy
68,611
+22,285
+48% +$845K 0.9% 34
2022
Q3 		$1.69M Buy
46,326
+2,041
+5% +$82.3K 0.71% 37
2022
Q2 		$1.71M Buy
44,285
+956
+2% +$38K 0.81% 39
2022
Q1 		$1.77M Buy
43,329
+1,828
+4% +$69.3K 0.65% 46
2021
Q4 		$1.59M Sell
41,501
-44,798
-52% -$1.57M 0.65% 39
2021
Q3 		$2.84M Sell
86,299
-312
-0.4% -$10.8K 0.89% 26
2021
Q2 		$2.95M Buy
86,611
+36,745
+74% +$1.24M 0.95% 23
2021
Q1 		$1.69M Buy
+49,866
New +$1.57M 0.54% 58

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Gries Financial's OGE Position: Q3 2025 in Review

Gries Financial sold out of OGE Energy (OGE) in Q3 2025, closing a stake of 28,664 shares — an estimated $1.27M sold.

Gries Financial first reported a position in OGE in Q1 2021 and held it in 18 quarters. The position peaked at $2.95M in Q2 2021. 573 funds tracked by Wall St. Rank hold OGE as of Q3 2025.

  • Gries Financial reported no remaining OGE Energy position as of Q3 2025 after selling out during the quarter.
  • Gries Financial sold 28,664 OGE Energy shares in Q3 2025, an estimated $1.27M.
  • Gries Financial first reported a position in OGE Energy in Q1 2021 and held it in 18 quarters.
  • Gries Financial's OGE Energy position peaked at $2.95M in Q2 2021.
  • 573 funds tracked by Wall St. Rank held OGE Energy as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.