Olistico Wealth’s OGE Energy OGE Stock Holding History

Olistico Wealth’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	$21.8K	Hold	480	–	–	0.01%	219
2026 Q2	$23.4K	Hold	480	–	–	0.01%	207
2026 Q1	$23K	Sell	480 -73	-13%	-$3.34K	0.01%	204
2025 Q4	$23.6K	Buy	+553	New	+$24.7K	0.01%	206
2025 Q3	–	Sell	-536	Closed	-$23.8K	–	261
2025 Q2	$23.8K	Buy	+536	New	+$23.8K	0.01%	218

Other funds holding OGE

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Olistico Wealth's OGE Position: Q3 2026 in Review

Olistico Wealth held its OGE Energy (OGE) position steady in Q3 2026 at 480 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #219.

Olistico Wealth first reported a position in OGE in Q2 2025 and has held it in 5 quarters since. The position peaked at $23.8K in Q2 2025. 95 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

Olistico Wealth held 480 shares of OGE Energy worth $21.8K as of Q3 2026.
Olistico Wealth left its OGE Energy share count unchanged in Q3 2026.
OGE Energy made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #219 holding.
Olistico Wealth first reported a position in OGE Energy in Q2 2025 and has held it in 5 quarters since.
Olistico Wealth's OGE Energy position peaked at $23.8K in Q2 2025.
95 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.