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NEOS Investment Management’s OGE Energy OGE Stock Holding History

NEOS 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
2026
Q1 		– Sell
-219,650
Closed -$9.38M – 634
2025
Q4 		$9.38M Buy
219,650
+103,320
+89% +$4.61M 0.05% 234
2025
Q3 		$5.38M Buy
116,330
+20,910
+22% +$936K 0.04% 296
2025
Q2 		$4.23M Buy
95,420
+22,386
+31% +$993K 0.05% 267
2025
Q1 		$3.36M Buy
+73,034
New +$3.18M 0.06% 248

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

NEOS Investment Management's OGE Position: Q1 2026 in Review

NEOS Investment Management sold out of OGE Energy (OGE) in Q1 2026, closing a stake of 219,650 shares — an estimated $9.38M sold.

NEOS Investment Management first reported a position in OGE in Q1 2025 and held it in 4 quarters. The position peaked at $9.38M in Q4 2025. 620 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • NEOS Investment Management reported no remaining OGE Energy position as of Q1 2026 after selling out during the quarter.
  • NEOS Investment Management sold 219,650 OGE Energy shares in Q1 2026, an estimated $9.38M.
  • NEOS Investment Management first reported a position in OGE Energy in Q1 2025 and held it in 4 quarters.
  • NEOS Investment Management's OGE Energy position peaked at $9.38M in Q4 2025.
  • 620 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.