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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Physician Wealth Advisors's OGE Position: Q1 2026 in Review

Physician Wealth Advisors increased its OGE Energy (OGE) stake by 55% in Q1 2026, buying an estimated $1.88K and bringing the position to 115 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Physician Wealth Advisors first reported a position in OGE in Q4 2024 and has held it in 6 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Physician Wealth Advisors held 115 shares of OGE Energy worth $5.52K as of Q1 2026.
  • Physician Wealth Advisors bought 41 OGE Energy shares in Q1 2026, an estimated $1.88K.
  • OGE Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #975 holding.
  • Physician Wealth Advisors first reported a position in OGE Energy in Q4 2024 and has held it in 6 quarters since.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.