JWCA
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J.W. Cole Advisors’s OGE Energy OGE Stock Holding History

J.W. Cole Advisors’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 		$751K Buy
+15,442
New +$739K 0.01% 855
2026
Q1 		– Sell
-15,960
Closed -$666K – 1251
2025
Q4 		$666K Sell
15,960
-715
-4% -$31.9K 0.02% 795
2025
Q3 		$772K Buy
16,675
+35
+0.2% +$1.57K 0.01% 816
2025
Q2 		$738K Buy
16,640
+988
+6% +$43.8K 0.02% 783
2025
Q1 		$719K Buy
+15,652
New +$681K 0.02% 651
2023
Q4 		– Sell
-12,698
Closed -$423K – 844
2023
Q3 		$423K Buy
12,698
+1
+0% +$35 0.03% 460
2023
Q2 		$456K Buy
12,697
+1
+0% +$37 0.03% 450
2023
Q1 		$478K Buy
+12,696
New +$478K 0.03% 460
2022
Q4 		– Sell
-7,470
Closed -$272K – 762
2022
Q3 		$272K Buy
7,470
+31
+0.4% +$1.25K 0.02% 577
2022
Q2 		$287K Buy
7,439
+48
+0.6% +$1.91K 0.02% 567
2022
Q1 		$301K Sell
7,391
-107
-1% -$4.06K 0.02% 620
2021
Q4 		$288K Hold
7,498
– – 0.02% 665
2021
Q3 		$247K Buy
7,498
+298
+4% +$10.3K 0.02% 398
2021
Q2 		$242K Buy
+7,200
New +$243K 0.02% 644
2020
Q4 		– Sell
-7,402
Closed -$222K – 802
2020
Q3 		$222K Buy
+7,402
New +$233K 0.02% 642

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

J.W. Cole Advisors's OGE Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in OGE Energy (OGE) in Q2 2026: 15,442 shares worth $751K. The stake represents 0.01% of the portfolio and ranks #855 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in OGE as recently as Q4 2025.

J.W. Cole Advisors first reported a position in OGE in Q3 2020 and has held it in 15 quarters since. The position peaked at $772K in Q3 2025. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • J.W. Cole Advisors held 15,442 shares of OGE Energy worth $751K as of Q2 2026.
  • OGE Energy was a new J.W. Cole Advisors position in Q2 2026.
  • OGE Energy made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #855 holding.
  • J.W. Cole Advisors first reported a position in OGE Energy in Q3 2020 and has held it in 15 quarters since.
  • J.W. Cole Advisors's OGE Energy position peaked at $772K in Q3 2025.
  • 644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.