Pinnacle Associates’s OGE Energy OGE Stock Holding History

Pinnacle Associates’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	$363K	Sell	7,562 -113	-1%	-$5.17K	﹤0.01%	734
2025 Q4	$328K	Buy	7,675 +191	+3%	+$8.52K	﹤0.01%	756
2025 Q3	$346K	Hold	7,484	–	–	﹤0.01%	716
2025 Q2	$332K	Sell	7,484 -161	-2%	-$7.14K	﹤0.01%	712
2025 Q1	$351K	Sell	7,645 -59	-0.8%	-$2.57K	0.01%	682
2024 Q4	$318K	Hold	7,704	–	–	﹤0.01%	705
2024 Q3	$269K	Hold	7,704	–	–	﹤0.01%	703
2024 Q2	$275K	Hold	7,704	–	–	﹤0.01%	707
2024 Q1	$264K	Hold	7,704	–	–	﹤0.01%	727
2023 Q4	$269K	Hold	7,704	–	–	﹤0.01%	713
2023 Q3	$257K	Hold	7,704	–	–	﹤0.01%	699
2023 Q2	$277K	Sell	7,704 -103	-1%	-$3.79K	﹤0.01%	692
2023 Q1	$294K	Hold	7,807	–	–	0.01%	623
2022 Q4	$309K	Hold	7,807	–	–	0.01%	597
2022 Q3	$285K	Buy	7,807 +125	+2%	+$5.04K	0.01%	612
2022 Q2	$296K	Buy	7,682 +67	+0.9%	+$2.66K	0.01%	613
2022 Q1	$311K	Buy	7,615 +72	+1%	+$2.73K	0.01%	660
2021 Q4	$289K	Buy	+7,543	New	+$264K	0.01%	675

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

Pinnacle Associates's OGE Position: Q1 2026 in Review

Pinnacle Associates reduced its OGE Energy (OGE) stake by 1.5% in Q1 2026, selling an estimated $5.17K and leaving 7,562 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Pinnacle Associates first reported a position in OGE in Q4 2021 and has held it in 18 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Pinnacle Associates held 7,562 shares of OGE Energy worth $363K as of Q1 2026.
Pinnacle Associates sold 113 OGE Energy shares in Q1 2026, an estimated $5.17K.
OGE Energy made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #734 holding.
Pinnacle Associates first reported a position in OGE Energy in Q4 2021 and has held it in 18 quarters since.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.