Principia Wealth Advisory
OGE icon

Principia Wealth Advisory’s OGE Energy OGE Stock Holding History

Principia Wealth Advisory’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 		$136 Sell
3
-8
-73% -$377 ﹤0.01% 1010
2026
Q2 		$535 Sell
11
-2
-15% -$96 ﹤0.01% 880
2026
Q1 		$623 Buy
13
+4
+44% +$183 ﹤0.01% 816
2025
Q4 		$384 Buy
9
+6
+200% +$268 ﹤0.01% 856
2025
Q3 		$139 Buy
+3
New +$134 ﹤0.01% 908

Other funds holding OGE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Principia Wealth Advisory's OGE Position: Q3 2026 in Review

Principia Wealth Advisory reduced its OGE Energy (OGE) stake by 73% in Q3 2026, selling an estimated $377 and leaving 3 shares worth $136. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Principia Wealth Advisory first reported a position in OGE in Q3 2025 and has held it in 5 quarters since. The position peaked at $623 in Q1 2026. 521 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

  • Principia Wealth Advisory held 3 shares of OGE Energy worth $136 as of Q3 2026.
  • Principia Wealth Advisory sold 8 OGE Energy shares in Q3 2026, an estimated $377.
  • OGE Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #1010 holding.
  • Principia Wealth Advisory first reported a position in OGE Energy in Q3 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's OGE Energy position peaked at $623 in Q1 2026.
  • 521 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.