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 Q3	$401K	Sell	8,824 -154	-2%	-$7.25K	﹤0.01%	729
2026 Q2	$437K	Buy	8,978 +1,416	+19%	+$67.8K	﹤0.01%	728
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

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Pinnacle Associates's OGE Position: Q3 2026 in Review

Pinnacle Associates reduced its OGE Energy (OGE) stake by 1.7% in Q3 2026, selling an estimated $7.25K and leaving 8,824 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Pinnacle Associates first reported a position in OGE in Q4 2021 and has held it in 20 quarters since. The position peaked at $437K in Q2 2026. 103 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

Pinnacle Associates held 8,824 shares of OGE Energy worth $401K as of Q3 2026.
Pinnacle Associates sold 154 OGE Energy shares in Q3 2026, an estimated $7.25K.
OGE Energy made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #729 holding.
Pinnacle Associates first reported a position in OGE Energy in Q4 2021 and has held it in 20 quarters since.
Pinnacle Associates's OGE Energy position peaked at $437K in Q2 2026.
103 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.