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Pinnacle Wealth Planning Services’s OGE Energy OGE Stock Holding History

Pinnacle Wealth Planning Services’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 		$16.1K Buy
335
+83
+33% +$3.8K ﹤0.01% 1799
2025
Q4 		$10.8K Buy
+252
New +$11.2K ﹤0.01% 1982
2021
Q1 		– Sell
-14
Closed – – 1435
2020
Q4 		$0 Buy
+14
New +$452 ﹤0.01% 2293

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

Pinnacle Wealth Planning Services's OGE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its OGE Energy (OGE) stake by 33% in Q1 2026, buying an estimated $3.8K and bringing the position to 335 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Pinnacle Wealth Planning Services first reported a position in OGE in Q4 2020 and has held it in 3 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 335 shares of OGE Energy worth $16.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 83 OGE Energy shares in Q1 2026, an estimated $3.8K.
  • OGE Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1799 holding.
  • Pinnacle Wealth Planning Services first reported a position in OGE Energy in Q4 2020 and has held it in 3 quarters since.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.