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 $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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Hemington Wealth Management's OGE Position: Q3 2025 in Review

Hemington Wealth Management reduced its OGE Energy (OGE) stake by 8.1% in Q3 2025, selling an estimated $1.12K and leaving 283 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Hemington Wealth Management first reported a position in OGE in Q4 2020 and has held it in 16 quarters since. The position peaked at $419K in Q1 2022. 573 funds tracked by Wall St. Rank hold OGE as of Q3 2025.

Hemington Wealth Management held 283 shares of OGE Energy worth $13K as of Q3 2025.
Hemington Wealth Management sold 25 OGE Energy shares in Q3 2025, an estimated $1.12K.
OGE Energy made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #788 holding.
Hemington Wealth Management first reported a position in OGE Energy in Q4 2020 and has held it in 16 quarters since.
Hemington Wealth Management's OGE Energy position peaked at $419K in Q1 2022.
573 funds tracked by Wall St. Rank held OGE Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.