Lido Advisors’s OGE Energy OGE Stock Holding History

Lido Advisors’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	$506K	Buy	+10,556	New	+$483K	﹤0.01%	1297
2020 Q2	–	Sell	-13,019	Closed	-$400K	–	645
2020 Q1	$400K	Buy	13,019 +27	+0.2%	+$1.09K	0.02%	372
2019 Q4	$578K	Hold	12,992	–	–	0.02%	354
2019 Q3	$590K	Hold	12,992	–	–	0.03%	299
2019 Q2	$552K	Sell	12,992 -543	-4%	-$23K	0.03%	285
2019 Q1	$583K	Sell	13,535 -1,128	-8%	-$46.7K	0.04%	262
2018 Q4	$574K	Hold	14,663	–	–	0.06%	200
2018 Q3	$532K	Buy	14,663 +543	+4%	+$19.8K	0.05%	227
2018 Q2	$497K	Hold	14,120	–	–	0.06%	206
2018 Q1	$462K	Hold	14,120	–	–	0.06%	200
2017 Q4	$464K	Sell	14,120 -12,991	-48%	-$459K	0.07%	159
2017 Q3	$998K	Buy	+27,111	New	+$967K	0.16%	81
2017 Q2	–	Sell	-31,111	Closed	-$1.06M	–	277
2017 Q1	$1.06M	Buy	+31,111	New	+$1.08M	0.29%	54

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

Lido Advisors's OGE Position: Q1 2026 in Review

Lido Advisors opened a new position in OGE Energy (OGE) in Q1 2026: 10,556 shares worth $506K. The stake represents ﹤0.01% of the portfolio and ranks #1297 among its holdings. This is a return to the name: Lido Advisors previously reported a position in OGE as recently as Q1 2020.

Lido Advisors first reported a position in OGE in Q1 2017 and has held it in 13 quarters since. The position peaked at $1.06M in Q1 2017. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Lido Advisors held 10,556 shares of OGE Energy worth $506K as of Q1 2026.
OGE Energy was a new Lido Advisors position in Q1 2026.
OGE Energy made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1297 holding.
Lido Advisors first reported a position in OGE Energy in Q1 2017 and has held it in 13 quarters since.
Lido Advisors's OGE Energy position peaked at $1.06M in Q1 2017.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.