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Plante Moran Financial Advisors’s OGE Energy OGE Stock Holding History

Plante Moran Financial Advisors’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
2025
Q3 		– Sell
-401
Closed -$17.8K – 847
2025
Q2 		$17.8K Buy
+401
New +$17.8K ﹤0.01% 488
2025
Q1 		– Sell
-11
Closed -$454 – 916
2024
Q4 		$454 Hold
11
– – ﹤0.01% 859
2024
Q3 		$451 Buy
+11
New +$427 ﹤0.01% 829

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Plante Moran Financial Advisors's OGE Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of OGE Energy (OGE) in Q3 2025, closing a stake of 401 shares — an estimated $17.8K sold.

Plante Moran Financial Advisors first reported a position in OGE in Q3 2024 and held it in 3 quarters. The position peaked at $17.8K in Q2 2025. 573 funds tracked by Wall St. Rank hold OGE as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining OGE Energy position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 401 OGE Energy shares in Q3 2025, an estimated $17.8K.
  • Plante Moran Financial Advisors first reported a position in OGE Energy in Q3 2024 and held it in 3 quarters.
  • Plante Moran Financial Advisors's OGE Energy position peaked at $17.8K in Q2 2025.
  • 573 funds tracked by Wall St. Rank held OGE Energy as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.