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 Q3	$713K	Hold	15,000	–	–	0.14%	103
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

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

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

Plan Group Financial's OGE Position: Q3 2026 in Review

Plan Group Financial held its OGE Energy (OGE) position steady in Q3 2026 at 15,000 shares worth $713K. The position accounts for 0.14% of the portfolio, ranked #103.

Plan Group Financial first reported a position in OGE in Q3 2023 and has held it in 12 quarters since. The position peaked at $810K in Q3 2025. 141 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

Plan Group Financial held 15,000 shares of OGE Energy worth $713K as of Q3 2026.
Plan Group Financial left its OGE Energy share count unchanged in Q3 2026.
OGE Energy made up 0.14% of Plan Group Financial's portfolio in Q3 2026, its #103 holding.
Plan Group Financial first reported a position in OGE Energy in Q3 2023 and has held it in 12 quarters since.
Plan Group Financial's OGE Energy position peaked at $810K in Q3 2025.
141 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.