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 Q2	$730K	Sell	15,000 -716	-5%	-$34.3K	0.15%	107
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Plan Group Financial's OGE Position: Q2 2026 in Review

Plan Group Financial reduced its OGE Energy (OGE) stake by 4.6% in Q2 2026, selling an estimated $34.3K and leaving 15,000 shares worth $730K. The position accounts for 0.15% of the portfolio, ranked #107.

Plan Group Financial first reported a position in OGE in Q3 2023 and has held it in 11 quarters since. The position peaked at $810K in Q3 2025. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Plan Group Financial held 15,000 shares of OGE Energy worth $730K as of Q2 2026.
Plan Group Financial sold 716 OGE Energy shares in Q2 2026, an estimated $34.3K.
OGE Energy made up 0.15% of Plan Group Financial's portfolio in Q2 2026, its #107 holding.
Plan Group Financial first reported a position in OGE Energy in Q3 2023 and has held it in 11 quarters since.
Plan Group Financial's OGE Energy position peaked at $810K in Q3 2025.
644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.