Principal Securities’s OGE Energy OGE Stock Holding History

Principal Securities’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 Q4	–	Sell	-1,660	Closed	-$76.8K	–	2813
2025 Q3	$76.8K	Buy	1,660 +259	+18%	+$11.6K	﹤0.01%	1727
2025 Q2	$62.2K	Buy	1,401 +323	+30%	+$14.3K	﹤0.01%	1768
2025 Q1	$44.5K	Buy	1,078 +97	+10%	+$4.22K	﹤0.01%	1806
2024 Q4	$40.5K	Buy	981 +659	+205%	+$27.4K	﹤0.01%	1843
2024 Q3	$13.2K	Sell	322 -67	-17%	-$2.6K	﹤0.01%	2308
2024 Q2	$13.9K	Sell	389 -97	-20%	-$3.41K	﹤0.01%	2246
2024 Q1	$16.7K	Buy	486 +80	+20%	+$2.69K	﹤0.01%	2103
2023 Q4	$14.2K	Buy	+406	New	+$14K	﹤0.01%	2089

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Securities's OGE Position: Q4 2025 in Review

Principal Securities sold out of OGE Energy (OGE) in Q4 2025, closing a stake of 1,660 shares — an estimated $76.8K sold.

Principal Securities first reported a position in OGE in Q4 2023 and held it in 8 quarters. The position peaked at $76.8K in Q3 2025. 581 funds tracked by Wall St. Rank hold OGE as of Q4 2025.

Principal Securities reported no remaining OGE Energy position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,660 OGE Energy shares in Q4 2025, an estimated $76.8K.
Principal Securities first reported a position in OGE Energy in Q4 2023 and held it in 8 quarters.
Principal Securities's OGE Energy position peaked at $76.8K in Q3 2025.
581 funds tracked by Wall St. Rank held OGE Energy as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.