IHT Wealth Management’s OGE Energy OGE Stock Holding History

IHT 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 Q1	–	Sell	-12,079	Closed	-$498K	–	1130
2024 Q4	$498K	Sell	12,079 -8,964	-43%	-$373K	0.02%	684
2024 Q3	$864K	Buy	21,043 +8,904	+73%	+$346K	0.02%	537
2024 Q2	$433K	Buy	12,139 +1,787	+17%	+$62.7K	0.02%	681
2024 Q1	$355K	Sell	10,352 -41	-0.4%	-$1.38K	0.01%	740
2023 Q4	$363K	Buy	10,393 +412	+4%	+$14.2K	0.02%	696
2023 Q3	$333K	Sell	9,981 -26	-0.3%	-$911	0.02%	690
2023 Q2	$359K	Buy	10,007 +1,889	+23%	+$69.6K	0.02%	658
2023 Q1	$306K	Buy	8,118 +103	+1%	+$3.87K	0.02%	697
2022 Q4	$317K	Buy	+8,015	New	+$304K	0.02%	638

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

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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IHT Wealth Management's OGE Position: Q1 2025 in Review

IHT Wealth Management sold out of OGE Energy (OGE) in Q1 2025, closing a stake of 12,079 shares — an estimated $498K sold.

IHT Wealth Management first reported a position in OGE in Q4 2022 and held it in 9 quarters. The position peaked at $864K in Q3 2024. 550 funds tracked by Wall St. Rank hold OGE as of Q1 2025.

IHT Wealth Management reported no remaining OGE Energy position as of Q1 2025 after selling out during the quarter.
IHT Wealth Management sold 12,079 OGE Energy shares in Q1 2025, an estimated $498K.
IHT Wealth Management first reported a position in OGE Energy in Q4 2022 and held it in 9 quarters.
IHT Wealth Management's OGE Energy position peaked at $864K in Q3 2024.
550 funds tracked by Wall St. Rank held OGE Energy as of Q1 2025.

Based on IHT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.