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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
Q2 		– Sell
-55
Closed -$2.64K – 701
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Wealth Management (Idaho)'s OGE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of OGE Energy (OGE) in Q2 2026, closing a stake of 55 shares — an estimated $2.64K sold.

Legacy Wealth Management (Idaho) first reported a position in OGE in Q3 2024 and held it in 7 quarters. The position peaked at $4.06K in Q4 2025. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining OGE Energy position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 55 OGE Energy shares in Q2 2026, an estimated $2.64K.
  • Legacy Wealth Management (Idaho) first reported a position in OGE Energy in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s OGE Energy position peaked at $4.06K in Q4 2025.
  • 644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.