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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
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 		$4.79K 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 		$3.23K 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

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
VIP
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
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

JFS Wealth Advisors's OGE Position: Q2 2026 in Review

JFS Wealth Advisors increased its OGE Energy (OGE) stake by 25% in Q2 2026, buying an estimated $957 and bringing the position to 101 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

JFS Wealth Advisors first reported a position in OGE in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.83K in Q4 2025. 78 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • JFS Wealth Advisors held 101 shares of OGE Energy worth $4.92K as of Q2 2026.
  • JFS Wealth Advisors bought 20 OGE Energy shares in Q2 2026, an estimated $957.
  • OGE Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1277 holding.
  • JFS Wealth Advisors first reported a position in OGE Energy in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's OGE Energy position peaked at $6.83K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.