IMA Advisory Services’s OGE Energy OGE Stock Holding History

IMA Advisory Services’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 Q1	$31.7K	Hold	661	–	–	﹤0.01%	273
2025 Q4	$28.2K	Sell	661 -539	-45%	-$24K	﹤0.01%	287
2025 Q3	$55.5K	Hold	1,200	–	–	0.01%	238
2025 Q2	$53.3K	Hold	1,200	–	–	0.01%	227
2025 Q1	$55.2K	Buy	+1,200	New	+$52.2K	0.01%	229
2024 Q4	–	Sell	-1,200	Closed	-$49.2K	–	249
2024 Q3	$49.2K	Buy	+1,200	New	+$46.6K	0.01%	184
2017 Q1	–	Sell	-9,000	Closed	-$301K	–	140
2016 Q4	$301K	Hold	9,000	–	–	0.19%	100
2016 Q3	$285K	Hold	9,000	–	–	0.16%	95
2016 Q2	$295K	Hold	9,000	–	–	0.19%	92
2016 Q1	$258K	Hold	9,000	–	–	0.15%	97
2015 Q4	$237K	Sell	9,000 -3,000	-25%	-$80.5K	0.14%	103
2015 Q3	$328K	Buy	12,000 +6,000	+100%	+$171K	0.21%	90
2015 Q2	$171K	Sell	6,000 -6,000	-50%	-$187K	0.08%	149
2015 Q1	$379K	Hold	12,000	–	–	0.18%	104
2014 Q4	$426K	Hold	12,000	–	–	0.22%	95
2014 Q3	$445K	Hold	12,000	–	–	0.21%	108
2014 Q2	$469K	Hold	12,000	–	–	0.21%	107
2014 Q1	$441K	Hold	12,000	–	–	0.21%	106
2013 Q4	$407K	Hold	12,000	–	–	0.19%	111
2013 Q3	$433K	Hold	12,000	–	–	0.21%	104
2013 Q2	$409K	Buy	+12,000	New	+$417K	0.22%	112

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IMA Advisory Services's OGE Position: Q1 2026 in Review

IMA Advisory Services held its OGE Energy (OGE) position steady in Q1 2026 at 661 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

IMA Advisory Services first reported a position in OGE in Q2 2013 and has held it in 21 quarters since. The position peaked at $469K in Q2 2014. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

IMA Advisory Services held 661 shares of OGE Energy worth $31.7K as of Q1 2026.
IMA Advisory Services left its OGE Energy share count unchanged in Q1 2026.
OGE Energy made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #273 holding.
IMA Advisory Services first reported a position in OGE Energy in Q2 2013 and has held it in 21 quarters since.
IMA Advisory Services's OGE Energy position peaked at $469K in Q2 2014.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.