PCM
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Polymer Capital Management’s OGE Energy OGE Stock Holding History

Polymer Capital Management’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 		$3.55M Buy
73,003
+39,232
+116% +$1.88M 0.47% 35
2026
Q1 		$1.62M Buy
33,771
+13,024
+63% +$596K 0.16% 147
2025
Q4 		$886K Buy
+20,747
New +$925K 0.09% 322
2025
Q1 		– Sell
-13,282
Closed -$548K – 581
2024
Q4 		$548K Buy
+13,282
New +$553K 0.15% 105

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Polymer Capital Management's OGE Position: Q2 2026 in Review

Polymer Capital Management increased its OGE Energy (OGE) stake by 116% in Q2 2026, buying an estimated $1.88M and bringing the position to 73,003 shares worth $3.55M. The position accounts for 0.47% of the portfolio, ranked #35.

Polymer Capital Management first reported a position in OGE in Q4 2024 and has held it in 4 quarters since. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Polymer Capital Management held 73,003 shares of OGE Energy worth $3.55M as of Q2 2026.
  • Polymer Capital Management bought 39,232 OGE Energy shares in Q2 2026, an estimated $1.88M.
  • OGE Energy made up 0.47% of Polymer Capital Management's portfolio in Q2 2026, its #35 holding.
  • Polymer Capital Management first reported a position in OGE Energy in Q4 2024 and has held it in 4 quarters since.
  • 644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.