Pinion Investment Advisors’s OGE Energy OGE Stock Holding History

Pinion Investment 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	$462K	Sell	9,628 -8	-0.1%	-$366	0.11%	117
2025 Q4	$411K	Buy	+9,636	New	+$430K	0.1%	117
2023 Q4	–	Sell	-11,530	Closed	-$384K	–	165
2023 Q3	$384K	Buy	11,530 +1,365	+13%	+$47.8K	0.25%	101
2023 Q2	$365K	Sell	10,165 -1,812	-15%	-$66.7K	0.25%	102
2023 Q1	$451K	Buy	11,977 +2,654	+28%	+$99.8K	0.42%	63
2022 Q4	$369K	Buy	9,323 +2,072	+29%	+$78.6K	0.35%	77
2022 Q3	$264K	Buy	7,251 +1,358	+23%	+$54.8K	0.23%	125
2022 Q2	$227K	Buy	+5,893	New	+$234K	0.19%	144

Other funds holding OGE

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pinion Investment Advisors's OGE Position: Q1 2026 in Review

Pinion Investment Advisors reduced its OGE Energy (OGE) stake by 0.08% in Q1 2026, selling an estimated $366 and leaving 9,628 shares worth $462K. The position accounts for 0.11% of the portfolio, ranked #117.

Pinion Investment Advisors first reported a position in OGE in Q2 2022 and has held it in 8 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Pinion Investment Advisors held 9,628 shares of OGE Energy worth $462K as of Q1 2026.
Pinion Investment Advisors sold 8 OGE Energy shares in Q1 2026, an estimated $366.
OGE Energy made up 0.11% of Pinion Investment Advisors's portfolio in Q1 2026, its #117 holding.
Pinion Investment Advisors first reported a position in OGE Energy in Q2 2022 and has held it in 8 quarters since.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

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