Jacobs Levy Equity Management’s OGE Energy OGE Stock Holding History

Jacobs Levy Equity Management’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	$1.38M	Buy	+28,841	New	+$1.32M	0.01%	655
2025 Q2	–	Sell	-115,636	Closed	-$5.31M	–	1125
2025 Q1	$5.31M	Buy	+115,636	New	+$5.03M	0.02%	450
2022 Q3	–	Sell	-319,985	Closed	-$12.3M	–	1116
2022 Q2	$12.3M	Sell	319,985 -64,627	-17%	-$2.57M	0.1%	245
2022 Q1	$15.7M	Buy	384,612 +185,482	+93%	+$7.03M	0.11%	229
2021 Q4	$7.64M	Buy	199,130 +36,002	+22%	+$1.26M	0.05%	350
2021 Q3	$5.38M	Buy	163,128 +5,930	+4%	+$205K	0.04%	418
2021 Q2	$5.29M	Buy	+157,198	New	+$5.3M	0.04%	420
2015 Q1	–	Sell	-32,002	Closed	-$1.14M	–	849
2014 Q4	$1.14M	Buy	32,002 +4,110	+15%	+$148K	0.02%	482
2014 Q3	$1.03M	Hold	27,892	–	–	0.02%	483
2014 Q2	$1.09M	Sell	27,892 -34,000	-55%	-$1.25M	0.02%	495
2014 Q1	$2.27M	Sell	61,892 -680	-1%	-$23.8K	0.04%	378
2013 Q4	$2.12M	Buy	+62,572	New	+$2.24M	0.03%	422

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

Jacobs Levy Equity Management's OGE Position: Q1 2026 in Review

Jacobs Levy Equity Management opened a new position in OGE Energy (OGE) in Q1 2026: 28,841 shares worth $1.38M. The stake represents 0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in OGE as recently as Q1 2025.

Jacobs Levy Equity Management first reported a position in OGE in Q4 2013 and has held it in 12 quarters since. The position peaked at $15.7M in Q1 2022. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Jacobs Levy Equity Management held 28,841 shares of OGE Energy worth $1.38M as of Q1 2026.
OGE Energy was a new Jacobs Levy Equity Management position in Q1 2026.
OGE Energy made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #655 holding.
Jacobs Levy Equity Management first reported a position in OGE Energy in Q4 2013 and has held it in 12 quarters since.
Jacobs Levy Equity Management's OGE Energy position peaked at $15.7M in Q1 2022.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.