Merit Financial Group
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Merit Financial Group’s OGE Energy OGE Stock Holding History

Merit Financial 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 		$1.2M Buy
26,422
+2,444
+10% +$115K 0.01% 1048
2026
Q2 		$1.17M Buy
23,978
+12,774
+114% +$611K 0.01% 1006
2026
Q1 		$537K Buy
11,204
+1,009
+10% +$46.2K ﹤0.01% 1337
2025
Q4 		$435K Buy
10,195
+1,391
+16% +$62K ﹤0.01% 1375
2025
Q3 		$407K Buy
8,804
+575
+7% +$25.7K ﹤0.01% 1292
2025
Q2 		$365K Buy
8,229
+1,342
+19% +$59.5K ﹤0.01% 1240
2025
Q1 		$317K Buy
6,887
+382
+6% +$16.6K ﹤0.01% 1104
2024
Q4 		$268K Buy
6,505
+810
+14% +$33.7K ﹤0.01% 972
2024
Q3 		$234K Buy
+5,695
New +$221K 0.01% 746

Other funds holding OGE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Merit Financial Group's OGE Position: Q3 2026 in Review

Merit Financial Group increased its OGE Energy (OGE) stake by 10% in Q3 2026, buying an estimated $115K and bringing the position to 26,422 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1048.

Merit Financial Group first reported a position in OGE in Q3 2024 and has held it in 9 quarters since. 316 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

  • Merit Financial Group held 26,422 shares of OGE Energy worth $1.2M as of Q3 2026.
  • Merit Financial Group bought 2,444 OGE Energy shares in Q3 2026, an estimated $115K.
  • OGE Energy made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #1048 holding.
  • Merit Financial Group first reported a position in OGE Energy in Q3 2024 and has held it in 9 quarters since.
  • 316 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.