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 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 $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

Legacy Financial Group (Oklahoma)'s OGE Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) reduced its OGE Energy (OGE) stake by 1.8% in Q1 2026, selling an estimated $6.86K and leaving 8,372 shares worth $402K. The position accounts for 0.11% of the portfolio, ranked #60.

Legacy Financial Group (Oklahoma) first reported a position in OGE in Q4 2022 and has held it in 14 quarters since. The position peaked at $687K in Q4 2022. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Legacy Financial Group (Oklahoma) held 8,372 shares of OGE Energy worth $402K as of Q1 2026.
Legacy Financial Group (Oklahoma) sold 150 OGE Energy shares in Q1 2026, an estimated $6.86K.
OGE Energy made up 0.11% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #60 holding.
Legacy Financial Group (Oklahoma) first reported a position in OGE Energy in Q4 2022 and has held it in 14 quarters since.
Legacy Financial Group (Oklahoma)'s OGE Energy position peaked at $687K in Q4 2022.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.