LFG Wealth Partners
OGE icon

LFG Wealth Partners’s OGE Energy OGE Stock Holding History

LFG Wealth Partners’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 		– Sell
-29,101
Closed -$1.42M – 115
2026
Q2 		$1.42M Buy
29,101
+4,314
+17% +$206K 0.66% 51
2026
Q1 		$1.19M Buy
24,787
+1,421
+6% +$65K 0.72% 57
2025
Q4 		$998K Buy
+23,366
New +$1.04M 0.64% 57

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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

LFG Wealth Partners's OGE Position: Q3 2026 in Review

LFG Wealth Partners sold out of OGE Energy (OGE) in Q3 2026, closing a stake of 29,101 shares — an estimated $1.42M sold.

LFG Wealth Partners first reported a position in OGE in Q4 2025 and held it in 3 quarters. The position peaked at $1.42M in Q2 2026. 374 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

  • LFG Wealth Partners reported no remaining OGE Energy position as of Q3 2026 after selling out during the quarter.
  • LFG Wealth Partners sold 29,101 OGE Energy shares in Q3 2026, an estimated $1.42M.
  • LFG Wealth Partners first reported a position in OGE Energy in Q4 2025 and held it in 3 quarters.
  • LFG Wealth Partners's OGE Energy position peaked at $1.42M in Q2 2026.
  • 374 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.