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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
Q2 		$1.08M Buy
22,294
+11,799
+112% +$565K 0.01% 711
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HB Wealth Management's OGE Position: Q2 2026 in Review

HB Wealth Management increased its OGE Energy (OGE) stake by 112% in Q2 2026, buying an estimated $565K and bringing the position to 22,294 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #711.

HB Wealth Management first reported a position in OGE in Q1 2023 and has held it in 10 quarters since. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • HB Wealth Management held 22,294 shares of OGE Energy worth $1.08M as of Q2 2026.
  • HB Wealth Management bought 11,799 OGE Energy shares in Q2 2026, an estimated $565K.
  • OGE Energy made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #711 holding.
  • HB Wealth Management first reported a position in OGE Energy in Q1 2023 and has held it in 10 quarters since.
  • 644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.