JFS Wealth Advisors
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JFS Wealth Advisors’s OGE Energy OGE Stock Holding History

JFS Wealth 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
Q3 		$4.59K Hold
101
– – ﹤0.01% 1266
2026
Q2 		$4.92K Buy
101
+20
+25% +$957 ﹤0.01% 1277
2026
Q1 		$3.88K Sell
81
-79
-49% -$3.61K ﹤0.01% 1279
2025
Q4 		$6.83K Buy
160
+44
+38% +$1.96K ﹤0.01% 1119
2025
Q3 		$5.37K Sell
116
-3
-3% -$134 ﹤0.01% 1094
2025
Q2 		$5.28K Sell
119
-5
-4% -$222 ﹤0.01% 1064
2025
Q1 		$5.7K Buy
124
+8
+7% +$348 ﹤0.01% 1071
2024
Q4 		$4.78K Hold
116
– – ﹤0.01% 1141
2024
Q3 		$4.76K Buy
116
+22
+23% +$854 ﹤0.01% 1137
2024
Q2 		$3.36K Hold
94
– – ﹤0.01% 1230
2024
Q1 		$3.22K Sell
94
-18
-16% -$604 ﹤0.01% 1267
2023
Q4 		$3.91K Buy
112
+36
+47% +$1.24K ﹤0.01% 1156
2023
Q3 		$2.53K Sell
76
-32
-30% -$1.12K ﹤0.01% 1273
2023
Q2 		$3.88K Hold
108
– – ﹤0.01% 1116
2023
Q1 		$4.07K Sell
108
-11
-9% -$414 ﹤0.01% 1076
2022
Q4 		$4.71K Sell
119
-8
-6% -$303 ﹤0.01% 1012
2022
Q3 		$5K Buy
127
+13
+11% +$525 ﹤0.01% 995
2022
Q2 		$4K Buy
114
+13
+13% +$517 ﹤0.01% 1098
2022
Q1 		$4K Buy
101
+59
+140% +$2.24K ﹤0.01% 1160
2021
Q4 		$2K Buy
+42
New +$1.47K ﹤0.01% 1126

Other funds holding OGE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

JFS Wealth Advisors's OGE Position: Q3 2026 in Review

JFS Wealth Advisors held its OGE Energy (OGE) position steady in Q3 2026 at 101 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

JFS Wealth Advisors first reported a position in OGE in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.83K in Q4 2025. 316 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

  • JFS Wealth Advisors held 101 shares of OGE Energy worth $4.59K as of Q3 2026.
  • JFS Wealth Advisors left its OGE Energy share count unchanged in Q3 2026.
  • OGE Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1266 holding.
  • JFS Wealth Advisors first reported a position in OGE Energy in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's OGE Energy position peaked at $6.83K in Q4 2025.
  • 316 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.