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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Principia Wealth Advisory's OGE Position: Q2 2026 in Review

Principia Wealth Advisory reduced its OGE Energy (OGE) stake by 15% in Q2 2026, selling an estimated $96 and leaving 11 shares worth $535. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Principia Wealth Advisory first reported a position in OGE in Q3 2025 and has held it in 4 quarters since. The position peaked at $623 in Q1 2026. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Principia Wealth Advisory held 11 shares of OGE Energy worth $535 as of Q2 2026.
Principia Wealth Advisory sold 2 OGE Energy shares in Q2 2026, an estimated $96.
OGE Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #880 holding.
Principia Wealth Advisory first reported a position in OGE Energy in Q3 2025 and has held it in 4 quarters since.
Principia Wealth Advisory's OGE Energy position peaked at $623 in Q1 2026.
644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.