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
2025 Q1	–	Sell	-5,685	Closed	-$235K	–	1697
2024 Q4	$235K	Buy	+5,685	New	+$237K	﹤0.01%	1127

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IEQ Capital's OGE Position: Q1 2025 in Review

IEQ Capital sold out of OGE Energy (OGE) in Q1 2025, closing a stake of 5,685 shares — an estimated $235K sold.

IEQ Capital first reported a position in OGE in Q4 2024 and held it in 1 quarter. The position peaked at $235K in Q4 2024. 550 funds tracked by Wall St. Rank hold OGE as of Q1 2025.

IEQ Capital reported no remaining OGE Energy position as of Q1 2025 after selling out during the quarter.
IEQ Capital sold 5,685 OGE Energy shares in Q1 2025, an estimated $235K.
IEQ Capital first reported a position in OGE Energy in Q4 2024 and held it in 1 quarter.
IEQ Capital's OGE Energy position peaked at $235K in Q4 2024.
550 funds tracked by Wall St. Rank held OGE Energy as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.