Mather Group’s OGE Energy OGE Stock Holding History

Mather Group’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	$52.8K	Hold	1,162	–	–	﹤0.01%	1151
2026 Q2	$56.5K	Sell	1,162 -23	-2%	-$1.1K	﹤0.01%	1074
2026 Q1	$56.8K	Buy	+1,185	New	+$54.2K	﹤0.01%	1031
2025 Q4	–	Sell	-1,358	Closed	-$62.8K	–	1330
2025 Q3	$62.8K	Buy	+1,358	New	+$60.8K	﹤0.01%	851
2025 Q2	–	Sell	-1,616	Closed	-$74.3K	–	1364
2025 Q1	$74.3K	Hold	1,616	–	–	﹤0.01%	825
2024 Q4	$66.7K	Buy	1,616 +279	+21%	+$11.6K	﹤0.01%	819
2024 Q3	$54.8K	Sell	1,337 -2,210	-62%	-$85.8K	﹤0.01%	861
2024 Q2	$122K	Buy	3,547 +1,331	+60%	+$46.7K	﹤0.01%	759
2024 Q1	$77.4K	Buy	+2,216	New	+$74.4K	﹤0.01%	772

Other funds holding OGE

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Mather Group's OGE Position: Q3 2026 in Review

Mather Group held its OGE Energy (OGE) position steady in Q3 2026 at 1,162 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Mather Group first reported a position in OGE in Q1 2024 and has held it in 9 quarters since. The position peaked at $122K in Q2 2024. 124 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

Mather Group held 1,162 shares of OGE Energy worth $52.8K as of Q3 2026.
Mather Group left its OGE Energy share count unchanged in Q3 2026.
OGE Energy made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1151 holding.
Mather Group first reported a position in OGE Energy in Q1 2024 and has held it in 9 quarters since.
Mather Group's OGE Energy position peaked at $122K in Q2 2024.
124 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.