InceptionR’s OGE Energy OGE Stock Holding History

InceptionR’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	$1.02M	Sell	21,178 -3,175	-13%	-$145K	0.24%	125
2025 Q4	$1.04M	Buy	+24,353	New	+$1.09M	0.29%	95
2025 Q3	–	Sell	-26,475	Closed	-$1.17M	–	872
2025 Q2	$1.17M	Sell	26,475 -13,283	-33%	-$589K	0.27%	112
2025 Q1	$1.83M	Buy	+39,758	New	+$1.73M	0.55%	7
2024 Q4	–	Sell	-44,314	Closed	-$1.82M	–	799
2024 Q3	$1.82M	Buy	44,314 +24,809	+127%	+$963K	0.44%	20
2024 Q2	$696K	Buy	+19,505	New	+$685K	0.2%	198
2024 Q1	–	Sell	-6,633	Closed	-$232K	–	685
2023 Q4	$232K	Sell	6,633 -17,335	-72%	-$598K	0.17%	278
2023 Q3	$799K	Buy	23,968 +6,569	+38%	+$230K	0.45%	45
2023 Q2	$625K	Buy	+17,399	New	+$641K	0.33%	102
2023 Q1	–	Sell	-17,729	Closed	-$701K	–	546
2022 Q4	$701K	Buy	+17,729	New	+$672K	0.37%	84

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

InceptionR's OGE Position: Q1 2026 in Review

InceptionR reduced its OGE Energy (OGE) stake by 13% in Q1 2026, selling an estimated $145K and leaving 21,178 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #125.

InceptionR first reported a position in OGE in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.83M in Q1 2025. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

InceptionR held 21,178 shares of OGE Energy worth $1.02M as of Q1 2026.
InceptionR sold 3,175 OGE Energy shares in Q1 2026, an estimated $145K.
OGE Energy made up 0.24% of InceptionR's portfolio in Q1 2026, its #125 holding.
InceptionR first reported a position in OGE Energy in Q4 2022 and has held it in 10 quarters since.
InceptionR's OGE Energy position peaked at $1.83M in Q1 2025.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.