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Physician Wealth Advisors’s OGE Energy OGE Stock Holding History

Physician Wealth Advisors’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
Q2 		$4.14K Sell
85
-30
-26% -$1.44K ﹤0.01% 1185
2026
Q1 		$5.52K Buy
115
+41
+55% +$1.88K ﹤0.01% 975
2025
Q4 		$3.16K Buy
74
+55
+289% +$2.45K ﹤0.01% 1122
2025
Q3 		$880 Hold
19
– – ﹤0.01% 1650
2025
Q2 		$844 Hold
19
– – ﹤0.01% 1531
2025
Q1 		$874 Hold
19
– – ﹤0.01% 1181
2024
Q4 		$784 Buy
+19
New +$791 ﹤0.01% 1002

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 $3.37T AUM 44.26% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Physician Wealth Advisors's OGE Position: Q2 2026 in Review

Physician Wealth Advisors reduced its OGE Energy (OGE) stake by 26% in Q2 2026, selling an estimated $1.44K and leaving 85 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Physician Wealth Advisors first reported a position in OGE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.52K in Q1 2026. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Physician Wealth Advisors held 85 shares of OGE Energy worth $4.14K as of Q2 2026.
  • Physician Wealth Advisors sold 30 OGE Energy shares in Q2 2026, an estimated $1.44K.
  • OGE Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1185 holding.
  • Physician Wealth Advisors first reported a position in OGE Energy in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's OGE Energy position peaked at $5.52K in Q1 2026.
  • 644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.