HB Wealth Management’s OGE Energy OGE Stock Holding History

HB 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	$503K	Buy	10,495 +2,491	+31%	+$114K	﹤0.01%	977
2025 Q4	$342K	Buy	8,004 +898	+13%	+$40.1K	﹤0.01%	1073
2025 Q3	$329K	Buy	+7,106	New	+$318K	﹤0.01%	1029
2025 Q2	–	Sell	-5,878	Closed	-$270K	–	1258
2025 Q1	$270K	Buy	5,878 +361	+7%	+$15.7K	﹤0.01%	1009
2024 Q4	$228K	Sell	5,517 -16	-0.3%	-$666	﹤0.01%	926
2024 Q3	$227K	Buy	+5,533	New	+$215K	﹤0.01%	849
2024 Q1	–	Sell	-6,611	Closed	-$231K	–	864
2023 Q4	$231K	Buy	+6,611	New	+$228K	﹤0.01%	695
2023 Q3	–	Sell	-5,621	Closed	-$202K	–	779
2023 Q2	$202K	Sell	5,621 -6	-0.1%	-$221	﹤0.01%	681
2023 Q1	$212K	Buy	+5,627	New	+$212K	﹤0.01%	657

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

HB Wealth Management's OGE Position: Q1 2026 in Review

HB Wealth Management increased its OGE Energy (OGE) stake by 31% in Q1 2026, buying an estimated $114K and bringing the position to 10,495 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

HB Wealth Management first reported a position in OGE in Q1 2023 and has held it in 9 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

HB Wealth Management held 10,495 shares of OGE Energy worth $503K as of Q1 2026.
HB Wealth Management bought 2,491 OGE Energy shares in Q1 2026, an estimated $114K.
OGE Energy made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #977 holding.
HB Wealth Management first reported a position in OGE Energy in Q1 2023 and has held it in 9 quarters since.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.