HHM Wealth Advisors’s OGE Energy OGE Stock Holding History

HHM 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 Q2	–	Sell	-23	Closed	-$1.06K	–	919
2025 Q1	$1.06K	Hold	23	–	–	﹤0.01%	827
2024 Q4	$949	Buy	+23	New	+$957	﹤0.01%	859

Other funds holding OGE

BlackRock New York $5.72T 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, 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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HHM Wealth Advisors's OGE Position: Q2 2025 in Review

HHM Wealth Advisors sold out of OGE Energy (OGE) in Q2 2025, closing a stake of 23 shares — an estimated $1.06K sold.

HHM Wealth Advisors first reported a position in OGE in Q4 2024 and held it in 2 quarters. The position peaked at $1.06K in Q1 2025. 577 funds tracked by Wall St. Rank hold OGE as of Q2 2025.

HHM Wealth Advisors reported no remaining OGE Energy position as of Q2 2025 after selling out during the quarter.
HHM Wealth Advisors sold 23 OGE Energy shares in Q2 2025, an estimated $1.06K.
HHM Wealth Advisors first reported a position in OGE Energy in Q4 2024 and held it in 2 quarters.
HHM Wealth Advisors's OGE Energy position peaked at $1.06K in Q1 2025.
577 funds tracked by Wall St. Rank held OGE Energy as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.