Kovack Advisors’s OGE Energy OGE Stock Holding History

Kovack 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 Q1	$224K	Buy	+4,641	New	+$212K	0.01%	880
2025 Q4	–	Sell	-4,629	Closed	-$214K	–	1021
2025 Q3	$214K	Buy	4,629 +5	+0.1%	+$224	0.02%	548
2025 Q2	$205K	Buy	4,624 +5	+0.1%	+$222	0.02%	554
2025 Q1	$212K	Buy	+4,619	New	+$201K	0.02%	521
2024 Q3	–	Sell	-7,197	Closed	-$257K	–	613
2024 Q2	$257K	Sell	7,197 -736	-9%	-$25.8K	0.03%	459
2024 Q1	$272K	Sell	7,933 -749	-9%	-$25.1K	0.03%	377
2023 Q4	$303K	Buy	8,682 +2	+0%	+$69	0.04%	412
2023 Q3	$289K	Sell	8,680 -4,249	-33%	-$149K	0.04%	402
2023 Q2	$464K	Sell	12,929 -2,248	-15%	-$82.8K	0.06%	312
2023 Q1	$572K	Sell	15,177 -3,499	-19%	-$132K	0.08%	268
2022 Q4	$739K	Sell	18,676 -998	-5%	-$37.8K	0.11%	203
2022 Q3	$717K	Buy	19,674 +1	+0%	+$40	0.11%	208
2022 Q2	$759K	Buy	19,673 +10,873	+124%	+$432K	0.1%	217
2022 Q1	$358K	Buy	+8,800	New	+$334K	0.04%	473

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

Kovack Advisors's OGE Position: Q1 2026 in Review

Kovack Advisors opened a new position in OGE Energy (OGE) in Q1 2026: 4,641 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #880 among its holdings. This is a return to the name: Kovack Advisors previously reported a position in OGE as recently as Q3 2025.

Kovack Advisors first reported a position in OGE in Q1 2022 and has held it in 14 quarters since. The position peaked at $759K in Q2 2022. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Kovack Advisors held 4,641 shares of OGE Energy worth $224K as of Q1 2026.
OGE Energy was a new Kovack Advisors position in Q1 2026.
OGE Energy made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #880 holding.
Kovack Advisors first reported a position in OGE Energy in Q1 2022 and has held it in 14 quarters since.
Kovack Advisors's OGE Energy position peaked at $759K in Q2 2022.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.