Lloyd Advisory Services’s OGE Energy OGE Stock Holding History

Lloyd Advisory Services’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	$2.61K	Buy	+54	New	+$2.58K	﹤0.01%	482
2026 Q1	–	Sell	-23	Closed	-$994	–	986
2025 Q4	$994	Buy	+23	New	+$1.03K	﹤0.01%	483
2024 Q2	–	Sell	-21,295	Closed	-$730K	–	163
2024 Q1	$730K	Buy	+21,295	New	+$715K	0.16%	110
2022 Q2	–	Sell	-610	Closed	-$25K	–	400
2022 Q1	$25K	Buy	610 +48	+9%	+$1.82K	0.01%	317
2021 Q4	$22K	Buy	562 +48	+9%	+$1.68K	0.01%	283
2021 Q3	$17K	Buy	514 +288	+127%	+$9.95K	0.01%	266
2021 Q2	$8K	Buy	226 +112	+98%	+$3.78K	﹤0.01%	298
2021 Q1	$4K	Hold	114	–	–	﹤0.01%	309
2020 Q4	$4K	Buy	+114	New	+$3.68K	﹤0.01%	277

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lloyd Advisory Services's OGE Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in OGE Energy (OGE) in Q2 2026: 54 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in OGE as recently as Q4 2025.

Lloyd Advisory Services first reported a position in OGE in Q4 2020 and has held it in 9 quarters since. The position peaked at $730K in Q1 2024. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Lloyd Advisory Services held 54 shares of OGE Energy worth $2.61K as of Q2 2026.
OGE Energy was a new Lloyd Advisory Services position in Q2 2026.
OGE Energy made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #482 holding.
Lloyd Advisory Services first reported a position in OGE Energy in Q4 2020 and has held it in 9 quarters since.
Lloyd Advisory Services's OGE Energy position peaked at $730K in Q1 2024.
644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.