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 New York $5.7T 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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 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

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

First Trust Advisors

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