IEQ Capital
OGE icon

IEQ Capital’s OGE Energy OGE Stock Holding History

IEQ Capital’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
Q3 		$3.91M Sell
86,115
-43,560
-34% -$2.05M 0.02% 599
2026
Q2 		$6.31M Buy
+129,675
New +$6.21M 0.03% 442
2025
Q1 		– Sell
-5,685
Closed -$235K – 1697
2024
Q4 		$235K Buy
+5,685
New +$237K ﹤0.01% 1127

Other funds holding OGE

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

IEQ Capital's OGE Position: Q3 2026 in Review

IEQ Capital reduced its OGE Energy (OGE) stake by 34% in Q3 2026, selling an estimated $2.05M and leaving 86,115 shares worth $3.91M. The position accounts for 0.02% of the portfolio, ranked #599.

IEQ Capital first reported a position in OGE in Q4 2024 and has held it in 3 quarters since. The position peaked at $6.31M in Q2 2026. 374 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

  • IEQ Capital held 86,115 shares of OGE Energy worth $3.91M as of Q3 2026.
  • IEQ Capital sold 43,560 OGE Energy shares in Q3 2026, an estimated $2.05M.
  • OGE Energy made up 0.02% of IEQ Capital's portfolio in Q3 2026, its #599 holding.
  • IEQ Capital first reported a position in OGE Energy in Q4 2024 and has held it in 3 quarters since.
  • IEQ Capital's OGE Energy position peaked at $6.31M in Q2 2026.
  • 374 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.