Hemington Wealth Management’s OGE Energy OGE Stock Holding History

Hemington 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
2025 Q3	$13K	Sell	283 -25	-8%	-$1.12K	﹤0.01%	788
2025 Q2	$13K	Sell	308 -40	-11%	-$1.77K	﹤0.01%	764
2025 Q1	$15K	Buy	348 +46	+15%	+$2K	﹤0.01%	673
2024 Q4	$12K	Buy	302 +20	+7%	+$833	﹤0.01%	709
2024 Q3	$11K	Buy	+282	New	+$10.9K	﹤0.01%	682
2023 Q3	–	Sell	-10,201	Closed	-$366K	–	101
2023 Q2	$366K	Sell	10,201 -69	-0.7%	-$2.54K	0.15%	71
2023 Q1	$386K	Hold	10,270	–	–	0.16%	69
2022 Q4	$406K	Hold	10,270	–	–	0.17%	63
2022 Q3	$374K	Hold	10,270	–	–	0.16%	61
2022 Q2	$396K	Hold	10,270	–	–	0.16%	66
2022 Q1	$419K	Sell	10,270 -39	-0.4%	-$1.48K	0.14%	73
2021 Q4	$328K	Buy	10,309 +39	+0.4%	+$1.37K	0.15%	64
2021 Q3	$338K	Hold	10,270	–	–	0.12%	73
2021 Q2	$346K	Sell	10,270 -49	-0.5%	-$1.65K	0.15%	68
2021 Q1	$334K	Buy	10,319 +10	+0.1%	+$315	0.14%	69
2020 Q4	$328K	Buy	+10,309	New	+$333K	0.15%	64

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