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Integrated Wealth Concepts’s OGE Energy OGE Stock Holding History

Integrated Wealth Concepts’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 		$477K Buy
+9,942
New +$455K ﹤0.01% 1567
2025
Q2 		– Sell
-6,064
Closed -$279K – 1975
2025
Q1 		$279K Sell
6,064
-1,485
-20% -$64.6K ﹤0.01% 1451
2024
Q4 		$311K Sell
7,549
-605
-7% -$25.2K ﹤0.01% 1343
2024
Q3 		$334K Sell
8,154
-43
-0.5% -$1.67K ﹤0.01% 1269
2024
Q2 		$293K Sell
8,197
-829
-9% -$29.1K ﹤0.01% 1332
2024
Q1 		$310K Buy
9,026
+699
+8% +$23.5K ﹤0.01% 1307
2023
Q4 		$291K Hold
8,327
– – ﹤0.01% 1284
2023
Q3 		$278K Buy
8,327
+1,616
+24% +$56.6K ﹤0.01% 1262
2023
Q2 		$241K Buy
6,711
+634
+10% +$23.3K ﹤0.01% 1337
2023
Q1 		$229K Buy
6,077
+267
+5% +$10K ﹤0.01% 1173
2022
Q4 		$230K Sell
5,810
-34
-0.6% -$1.29K 0.01% 897
2022
Q3 		$213K Buy
5,844
+29
+0.5% +$1.17K 0.01% 844
2022
Q2 		$224K Sell
5,815
-41
-0.7% -$1.63K 0.01% 857
2022
Q1 		$239K Buy
5,856
+7
+0.1% +$265 0.01% 819
2021
Q4 		$224K Sell
5,849
-499
-8% -$17.5K 0.01% 891
2021
Q3 		$209K Buy
+6,348
New +$219K 0.01% 883

Other funds holding OGE

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Integrated Wealth Concepts's OGE Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in OGE Energy (OGE) in Q1 2026: 9,942 shares worth $477K. The stake represents ﹤0.01% of the portfolio and ranks #1567 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in OGE as recently as Q1 2025.

Integrated Wealth Concepts first reported a position in OGE in Q3 2021 and has held it in 16 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Integrated Wealth Concepts held 9,942 shares of OGE Energy worth $477K as of Q1 2026.
  • OGE Energy was a new Integrated Wealth Concepts position in Q1 2026.
  • OGE Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1567 holding.
  • Integrated Wealth Concepts first reported a position in OGE Energy in Q3 2021 and has held it in 16 quarters since.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.