Plan Group Financial’s OGE Energy OGE Stock Holding History

Plan Group Financial’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	$754K	Sell	15,716 -987	-6%	-$45.2K	0.18%	105
2025 Q4	$713K	Sell	16,703 -792	-5%	-$35.3K	0.19%	102
2025 Q3	$810K	Buy	17,495 +8,681	+98%	+$389K	0.22%	96
2025 Q2	$391K	Sell	8,814 -383	-4%	-$17K	0.13%	119
2025 Q1	$423K	Buy	9,197 +3,660	+66%	+$159K	0.15%	105
2024 Q4	$228K	Buy	5,537 +20	+0.4%	+$833	0.12%	103
2024 Q3	$226K	Buy	+5,517	New	+$214K	0.12%	100
2024 Q2	–	Sell	-9,045	Closed	-$310K	–	105
2024 Q1	$310K	Sell	9,045 -348	-4%	-$11.7K	0.2%	70
2023 Q4	$328K	Sell	9,393 -47	-0.5%	-$1.62K	0.29%	47
2023 Q3	$315K	Buy	+9,440	New	+$331K	0.23%	53

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

Plan Group Financial's OGE Position: Q1 2026 in Review

Plan Group Financial reduced its OGE Energy (OGE) stake by 5.9% in Q1 2026, selling an estimated $45.2K and leaving 15,716 shares worth $754K. The position accounts for 0.18% of the portfolio, ranked #105.

Plan Group Financial first reported a position in OGE in Q3 2023 and has held it in 10 quarters since. The position peaked at $810K in Q3 2025. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Plan Group Financial held 15,716 shares of OGE Energy worth $754K as of Q1 2026.
Plan Group Financial sold 987 OGE Energy shares in Q1 2026, an estimated $45.2K.
OGE Energy made up 0.18% of Plan Group Financial's portfolio in Q1 2026, its #105 holding.
Plan Group Financial first reported a position in OGE Energy in Q3 2023 and has held it in 10 quarters since.
Plan Group Financial's OGE Energy position peaked at $810K in Q3 2025.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.