JBR Co Financial Management’s OGE Energy OGE Stock Holding History

JBR Co Financial 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 Q2	$3.08M	Sell	63,257 -3,016	-5%	-$144K	1.12%	23
2026 Q1	$2.83M	Hold	66,273	–	–	1.18%	21
2025 Q4	$2.83M	Sell	66,273 -3,002	-4%	-$134K	1.18%	21
2025 Q3	$3.21M	Buy	69,275 +329	+0.5%	+$14.7K	1.36%	17
2025 Q2	$3.06M	Sell	68,946 -6,450	-9%	-$286K	1.51%	15
2025 Q1	$3.47M	Buy	75,396 +1,001	+1%	+$43.6K	2.03%	11
2024 Q4	$3.07M	Buy	74,395 +850	+1%	+$35.4K	1.87%	13
2024 Q3	$3.02M	Buy	73,545 +525	+0.7%	+$20.4K	1.97%	12
2024 Q2	$2.61M	Buy	73,020 +9,595	+15%	+$337K	1.83%	14
2024 Q1	$2.18M	Sell	63,425 -1,921	-3%	-$64.5K	1.74%	17
2023 Q4	$2.28M	Buy	+65,346	New	+$2.25M	2.14%	14

Other funds holding OGE

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

ORIO

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

VIP

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

JBR Co Financial Management's OGE Position: Q2 2026 in Review

JBR Co Financial Management reduced its OGE Energy (OGE) stake by 4.6% in Q2 2026, selling an estimated $144K and leaving 63,257 shares worth $3.08M. The position accounts for 1.12% of the portfolio, ranked #23.

JBR Co Financial Management first reported a position in OGE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.47M in Q1 2025. 206 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

JBR Co Financial Management held 63,257 shares of OGE Energy worth $3.08M as of Q2 2026.
JBR Co Financial Management sold 3,016 OGE Energy shares in Q2 2026, an estimated $144K.
OGE Energy made up 1.12% of JBR Co Financial Management's portfolio in Q2 2026, its #23 holding.
JBR Co Financial Management first reported a position in OGE Energy in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's OGE Energy position peaked at $3.47M in Q1 2025.
206 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.