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Legacy Wealth Management (Idaho)’s OGE Energy OGE Stock Holding History

Legacy Wealth Management (Idaho)’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 		$2.64K Sell
55
-40
-42% -$1.83K ﹤0.01% 727
2025
Q4 		$4.06K Buy
95
+73
+332% +$3.26K ﹤0.01% 569
2025
Q3 		$1.02K Hold
22
– – ﹤0.01% 619
2025
Q2 		$977 Sell
22
-21
-49% -$932 ﹤0.01% 596
2025
Q1 		$1.98K Hold
43
– – ﹤0.01% 541
2024
Q4 		$1.84K Buy
43
+21
+95% +$874 ﹤0.01% 509
2024
Q3 		$945 Buy
+22
New +$854 ﹤0.01% 552

Other funds holding OGE

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

Legacy Wealth Management (Idaho)'s OGE Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its OGE Energy (OGE) stake by 42% in Q1 2026, selling an estimated $1.83K and leaving 55 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Legacy Wealth Management (Idaho) first reported a position in OGE in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.06K in Q4 2025. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 55 shares of OGE Energy worth $2.64K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 40 OGE Energy shares in Q1 2026, an estimated $1.83K.
  • OGE Energy made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #727 holding.
  • Legacy Wealth Management (Idaho) first reported a position in OGE Energy in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s OGE Energy position peaked at $4.06K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.