Orion Portfolio Solutions’s OGE Energy OGE Stock Holding History

Orion Portfolio Solutions’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 Q1	$300K	Buy	6,533 +843	+15%	+$36.7K	﹤0.01%	1633
2024 Q4	$235K	Sell	5,690 -39	-0.7%	-$1.62K	﹤0.01%	1677
2024 Q3	$235K	Buy	+5,729	New	+$222K	﹤0.01%	1635
2024 Q2	–	Sell	-6,276	Closed	-$215K	–	1772
2024 Q1	$215K	Buy	+6,276	New	+$211K	﹤0.01%	1586
2023 Q3	–	Sell	-7,876	Closed	-$283K	–	1656
2023 Q2	$283K	Buy	7,876 +262	+3%	+$9.65K	﹤0.01%	1417
2023 Q1	$287K	Buy	7,614 +1,380	+22%	+$51.9K	﹤0.01%	1364
2022 Q4	$247K	Buy	+6,234	New	+$236K	0.01%	714
2020 Q3	–	Sell	-1,782	Closed	-$54K	–	1522
2020 Q2	$54K	Buy	1,782 +1,265	+245%	+$39.1K	﹤0.01%	682
2020 Q1	$16K	Sell	517 -350	-40%	-$14.2K	﹤0.01%	911
2019 Q4	$39K	Buy	+867	New	+$37.5K	﹤0.01%	604

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Orion Portfolio Solutions's OGE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its OGE Energy (OGE) stake by 15% in Q1 2025, buying an estimated $36.7K and bringing the position to 6,533 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Orion Portfolio Solutions first reported a position in OGE in Q4 2019 and has held it in 10 quarters since. 550 funds tracked by Wall St. Rank hold OGE as of Q1 2025.

Orion Portfolio Solutions held 6,533 shares of OGE Energy worth $300K as of Q1 2025.
Orion Portfolio Solutions bought 843 OGE Energy shares in Q1 2025, an estimated $36.7K.
OGE Energy made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1633 holding.
Orion Portfolio Solutions first reported a position in OGE Energy in Q4 2019 and has held it in 10 quarters since.
550 funds tracked by Wall St. Rank held OGE Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.