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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return