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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principia Wealth Advisory's OGE Position: Q4 2025 in Review

Principia Wealth Advisory increased its OGE Energy (OGE) stake by 200% in Q4 2025, buying an estimated $268 and bringing the position to 9 shares worth $384. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Principia Wealth Advisory first reported a position in OGE in Q3 2025 and has held it in 2 quarters since. 581 funds tracked by Wall St. Rank hold OGE as of Q4 2025.

  • Principia Wealth Advisory held 9 shares of OGE Energy worth $384 as of Q4 2025.
  • Principia Wealth Advisory bought 6 OGE Energy shares in Q4 2025, an estimated $268.
  • OGE Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #856 holding.
  • Principia Wealth Advisory first reported a position in OGE Energy in Q3 2025 and has held it in 2 quarters since.
  • 581 funds tracked by Wall St. Rank held OGE Energy as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.