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Morningstar Investment Management’s OGE Energy OGE Stock Holding History

Morningstar Investment Management’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
2025
Q3 		– Sell
-8,819
Closed -$391K – 515
2025
Q2 		$391K Buy
+8,819
New +$391K 0.03% 136
2024
Q3 		– Sell
-6,197
Closed -$221K – 237
2024
Q2 		$221K Hold
6,197
– – 0.02% 185
2024
Q1 		$213K Hold
6,197
– – 0.02% 196
2023
Q4 		$216K Buy
6,197
+10
+0.2% +$345 0.02% 188
2023
Q3 		$206K Hold
6,187
– – 0.03% 160
2023
Q2 		$222K Buy
+6,187
New +$228K 0.03% 154

Other funds holding OGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morningstar Investment Management's OGE Position: Q3 2025 in Review

Morningstar Investment Management sold out of OGE Energy (OGE) in Q3 2025, closing a stake of 8,819 shares — an estimated $391K sold.

Morningstar Investment Management first reported a position in OGE in Q2 2023 and held it in 6 quarters. The position peaked at $391K in Q2 2025. 574 funds tracked by Wall St. Rank hold OGE as of Q3 2025.

  • Morningstar Investment Management reported no remaining OGE Energy position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 8,819 OGE Energy shares in Q3 2025, an estimated $391K.
  • Morningstar Investment Management first reported a position in OGE Energy in Q2 2023 and held it in 6 quarters.
  • Morningstar Investment Management's OGE Energy position peaked at $391K in Q2 2025.
  • 574 funds tracked by Wall St. Rank held OGE Energy as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.