N.E.W. Advisory Services’s OGE Energy OGE Stock Holding History

N.E.W. 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
2025 Q3	–	Sell	-37	Closed	-$1.64K	–	865
2025 Q2	$1.64K	Hold	37	–	–	﹤0.01%	756
2025 Q1	$1.7K	Buy	+37	New	+$1.61K	﹤0.01%	804

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

N.E.W. Advisory Services's OGE Position: Q3 2025 in Review

N.E.W. Advisory Services sold out of OGE Energy (OGE) in Q3 2025, closing a stake of 37 shares — an estimated $1.64K sold.

N.E.W. Advisory Services first reported a position in OGE in Q1 2025 and held it in 2 quarters. The position peaked at $1.7K in Q1 2025. 574 funds tracked by Wall St. Rank hold OGE as of Q3 2025.

N.E.W. Advisory Services reported no remaining OGE Energy position as of Q3 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 37 OGE Energy shares in Q3 2025, an estimated $1.64K.
N.E.W. Advisory Services first reported a position in OGE Energy in Q1 2025 and held it in 2 quarters.
N.E.W. Advisory Services's OGE Energy position peaked at $1.7K in Q1 2025.
574 funds tracked by Wall St. Rank held OGE Energy as of Q3 2025.

Based on N.E.W. Advisory Services's 13F filing for Q3 2025, filed 27 Oct 2025.