Kovitz Investment Group Partners
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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
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

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BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kovitz Investment Group Partners's OGE Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its OGE Energy (OGE) stake by 2% in Q1 2026, selling an estimated $44K and leaving 46,951 shares worth $2.25M. The position accounts for 0.05% of the portfolio, ranked #213.

Kovitz Investment Group Partners first reported a position in OGE in Q4 2025 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Kovitz Investment Group Partners held 46,951 shares of OGE Energy worth $2.25M as of Q1 2026.
  • Kovitz Investment Group Partners sold 962 OGE Energy shares in Q1 2026, an estimated $44K.
  • OGE Energy made up 0.05% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #213 holding.
  • Kovitz Investment Group Partners first reported a position in OGE Energy in Q4 2025 and has held it in 2 quarters since.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.