Krilogy Financial’s OGE Energy OGE Stock Holding History

Krilogy Financial’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 Q3	$378K	Buy	8,076 +2,730	+51%	+$129K	0.01%	760
2026 Q2	$260K	Buy	+5,346	New	+$256K	0.01%	876
2018 Q4	–	Sell	-2,600	Closed	-$94K	–	499
2018 Q3	$94K	Buy	+2,600	New	+$94.6K	0.02%	230
2018 Q2	–	Sell	-2,800	Closed	-$92K	–	477
2018 Q1	$92K	Hold	2,800	–	–	0.02%	245
2017 Q4	$92K	Hold	2,800	–	–	0.02%	244
2017 Q3	$101K	Buy	2,800 +1,600	+133%	+$57.1K	0.03%	240
2017 Q2	$42K	Hold	1,200	–	–	0.01%	328
2017 Q1	$40K	Hold	1,200	–	–	0.01%	319
2016 Q4	$40K	Hold	1,200	–	–	0.01%	319
2016 Q3	$38K	Hold	1,200	–	–	0.01%	341
2016 Q2	$39K	Hold	1,200	–	–	0.01%	344
2016 Q1	$34K	Hold	1,200	–	–	0.01%	311
2015 Q4	$32K	Buy	1,200 +600	+100%	+$16.1K	0.03%	172
2015 Q3	$16K	Buy	+600	New	+$17.1K	0.01%	330

Other funds holding OGE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Krilogy Financial's OGE Position: Q3 2026 in Review

Krilogy Financial increased its OGE Energy (OGE) stake by 51% in Q3 2026, buying an estimated $129K and bringing the position to 8,076 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #760.

Krilogy Financial first reported a position in OGE in Q3 2015 and has held it in 14 quarters since. 42 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

Krilogy Financial held 8,076 shares of OGE Energy worth $378K as of Q3 2026.
Krilogy Financial bought 2,730 OGE Energy shares in Q3 2026, an estimated $129K.
OGE Energy made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #760 holding.
Krilogy Financial first reported a position in OGE Energy in Q3 2015 and has held it in 14 quarters since.
42 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.