Heartwood Wealth Advisors’s OGE Energy OGE Stock Holding History

Heartwood Wealth Advisors’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 Q4	–	Sell	-43	Closed	-$1.99K	–	477
2025 Q3	$1.99K	Buy	+43	New	+$1.93K	﹤0.01%	499

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Heartwood Wealth Advisors's OGE Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of OGE Energy (OGE) in Q4 2025, closing a stake of 43 shares — an estimated $1.99K sold.

Heartwood Wealth Advisors first reported a position in OGE in Q3 2025 and held it in 1 quarter. The position peaked at $1.99K in Q3 2025. 581 funds tracked by Wall St. Rank hold OGE as of Q4 2025.

Heartwood Wealth Advisors reported no remaining OGE Energy position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 43 OGE Energy shares in Q4 2025, an estimated $1.99K.
Heartwood Wealth Advisors first reported a position in OGE Energy in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's OGE Energy position peaked at $1.99K in Q3 2025.
581 funds tracked by Wall St. Rank held OGE Energy as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.