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Kestra Investment Management’s OGE Energy OGE Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-121
Closed -$5.37K – 650
2025
Q2 		$5.37K Sell
121
-223
-65% -$9.89K ﹤0.01% 591
2025
Q1 		$15.8K Buy
+344
New +$15K ﹤0.01% 577

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kestra Investment Management's OGE Position: Q3 2025 in Review

Kestra Investment Management sold out of OGE Energy (OGE) in Q3 2025, closing a stake of 121 shares — an estimated $5.37K sold.

Kestra Investment Management first reported a position in OGE in Q1 2025 and held it in 2 quarters. The position peaked at $15.8K in Q1 2025. 573 funds tracked by Wall St. Rank hold OGE as of Q3 2025.

  • Kestra Investment Management reported no remaining OGE Energy position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 121 OGE Energy shares in Q3 2025, an estimated $5.37K.
  • Kestra Investment Management first reported a position in OGE Energy in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's OGE Energy position peaked at $15.8K in Q1 2025.
  • 573 funds tracked by Wall St. Rank held OGE Energy as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.