Legacy Financial Group (Oklahoma)’s OGE Energy OGE Stock Holding History

Legacy Financial Group (Oklahoma)’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	$404K	Sell	8,298 -74	-0.9%	-$3.54K	0.09%	62
2026 Q1	$402K	Sell	8,372 -150	-2%	-$6.86K	0.11%	60
2025 Q4	$364K	Hold	8,522	–	–	0.1%	61
2025 Q3	$394K	Hold	8,522	–	–	0.11%	58
2025 Q2	$378K	Sell	8,522 -267	-3%	-$11.8K	0.11%	56
2025 Q1	$404K	Sell	8,789 -6,699	-43%	-$292K	0.13%	53
2024 Q4	$639K	Hold	15,488	–	–	0.21%	43
2024 Q3	$619K	Buy	15,488 +37	+0.2%	+$1.44K	0.21%	43
2024 Q2	$552K	Buy	15,451 +35	+0.2%	+$1.23K	0.21%	43
2024 Q1	$529K	Buy	15,416 +80	+0.5%	+$2.69K	0.21%	43
2023 Q4	$536K	Sell	15,336 -109	-0.7%	-$3.76K	0.23%	40
2023 Q3	$515K	Buy	15,445 +40	+0.3%	+$1.4K	0.25%	41
2023 Q2	$553K	Sell	15,405 -571	-4%	-$21K	0.28%	36
2023 Q1	$602K	Sell	15,976 -1,387	-8%	-$52.2K	0.33%	29
2022 Q4	$687K	Buy	+17,363	New	+$658K	0.42%	28

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legacy Financial Group (Oklahoma)'s OGE Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its OGE Energy (OGE) stake by 0.88% in Q2 2026, selling an estimated $3.54K and leaving 8,298 shares worth $404K. The position accounts for 0.09% of the portfolio, ranked #62.

Legacy Financial Group (Oklahoma) first reported a position in OGE in Q4 2022 and has held it in 15 quarters since. The position peaked at $687K in Q4 2022. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Legacy Financial Group (Oklahoma) held 8,298 shares of OGE Energy worth $404K as of Q2 2026.
Legacy Financial Group (Oklahoma) sold 74 OGE Energy shares in Q2 2026, an estimated $3.54K.
OGE Energy made up 0.09% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #62 holding.
Legacy Financial Group (Oklahoma) first reported a position in OGE Energy in Q4 2022 and has held it in 15 quarters since.
Legacy Financial Group (Oklahoma)'s OGE Energy position peaked at $687K in Q4 2022.
644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.