J.W. Burns & Co’s OGE Energy OGE Stock Holding History

J.W. Burns & Co’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 Q2	$209K	Hold	4,300	–	–	0.02%	187
2026 Q1	$206K	Buy	+4,300	New	+$197K	0.02%	180

Other funds holding OGE

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

J.W. Burns & Co's OGE Position: Q2 2026 in Review

J.W. Burns & Co held its OGE Energy (OGE) position steady in Q2 2026 at 4,300 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #187.

J.W. Burns & Co first reported a position in OGE in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

J.W. Burns & Co held 4,300 shares of OGE Energy worth $209K as of Q2 2026.
J.W. Burns & Co left its OGE Energy share count unchanged in Q2 2026.
OGE Energy made up 0.02% of J.W. Burns & Co's portfolio in Q2 2026, its #187 holding.
J.W. Burns & Co first reported a position in OGE Energy in Q1 2026 and has held it in 2 quarters since.
78 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.