Kovitz Investment Group Partners
OGE icon

Kovitz Investment Group Partners’s OGE Energy OGE Stock Holding History

Kovitz Investment Group Partners’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 		$2.14M Sell
44,050
-2,901
-6% -$139K 0.05% 223
2026
Q1 		$2.25M Sell
46,951
-962
-2% -$44K 0.05% 213
2025
Q4 		$2.05M Buy
+47,913
New +$2.14M 0.05% 234

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kovitz Investment Group Partners's OGE Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its OGE Energy (OGE) stake by 6.2% in Q2 2026, selling an estimated $139K and leaving 44,050 shares worth $2.14M. The position accounts for 0.05% of the portfolio, ranked #223.

Kovitz Investment Group Partners first reported a position in OGE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.25M in Q1 2026. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Kovitz Investment Group Partners held 44,050 shares of OGE Energy worth $2.14M as of Q2 2026.
  • Kovitz Investment Group Partners sold 2,901 OGE Energy shares in Q2 2026, an estimated $139K.
  • OGE Energy made up 0.05% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #223 holding.
  • Kovitz Investment Group Partners first reported a position in OGE Energy in Q4 2025 and has held it in 3 quarters since.
  • Kovitz Investment Group Partners's OGE Energy position peaked at $2.25M in Q1 2026.
  • 644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.