NewSquare Capital’s OGE Energy OGE Stock Holding History

NewSquare Capital’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	-9	Closed	-$399	–	891
2025 Q2	$399	Buy	+9	New	+$399	﹤0.01%	1165
2025 Q1	–	Sell	-13	Closed	-$536	–	1213
2024 Q4	$536	Buy	+13	New	+$541	﹤0.01%	707

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

NewSquare Capital's OGE Position: Q3 2025 in Review

NewSquare Capital sold out of OGE Energy (OGE) in Q3 2025, closing a stake of 9 shares — an estimated $399 sold.

NewSquare Capital first reported a position in OGE in Q4 2024 and held it in 2 quarters. The position peaked at $536 in Q4 2024. 574 funds tracked by Wall St. Rank hold OGE as of Q3 2025.

NewSquare Capital reported no remaining OGE Energy position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 9 OGE Energy shares in Q3 2025, an estimated $399.
NewSquare Capital first reported a position in OGE Energy in Q4 2024 and held it in 2 quarters.
NewSquare Capital's OGE Energy position peaked at $536 in Q4 2024.
574 funds tracked by Wall St. Rank held OGE Energy as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.