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Pines Wealth Management’s OGE Energy OGE Stock Holding History

Pines Wealth Management’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 		– Sell
-5,028
Closed -$215K – 231
2025
Q4 		$215K Hold
5,028
– – 0.07% 215
2025
Q3 		$233K Hold
5,028
– – 0.08% 205
2025
Q2 		$224K Hold
5,028
– – 0.08% 213
2025
Q1 		$212K Buy
+5,028
New +$219K 0.1% 185

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Pines Wealth Management's OGE Position: Q1 2026 in Review

Pines Wealth Management sold out of OGE Energy (OGE) in Q1 2026, closing a stake of 5,028 shares — an estimated $215K sold.

Pines Wealth Management first reported a position in OGE in Q1 2025 and held it in 4 quarters. The position peaked at $233K in Q3 2025. 620 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Pines Wealth Management reported no remaining OGE Energy position as of Q1 2026 after selling out during the quarter.
  • Pines Wealth Management sold 5,028 OGE Energy shares in Q1 2026, an estimated $215K.
  • Pines Wealth Management first reported a position in OGE Energy in Q1 2025 and held it in 4 quarters.
  • Pines Wealth Management's OGE Energy position peaked at $233K in Q3 2025.
  • 620 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.