Private Wealth Asset Management’s OGE Energy OGE Stock Holding History

Private Wealth Asset 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	$63.3K	Sell	1,300 -274	-17%	-$13.1K	0.01%	394
2026 Q1	$75.5K	Hold	1,574	–	–	0.01%	360
2025 Q4	$67.2K	Hold	1,574	–	–	0.01%	381
2025 Q3	$72.8K	Buy	1,574 +274	+21%	+$12.3K	0.01%	345
2025 Q2	$57.7K	Sell	1,300 -28	-2%	-$1.24K	0.01%	372
2025 Q1	$61K	Buy	+1,328	New	+$57.8K	0.01%	360

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

Private Wealth Asset Management's OGE Position: Q2 2026 in Review

Private Wealth Asset Management reduced its OGE Energy (OGE) stake by 17% in Q2 2026, selling an estimated $13.1K and leaving 1,300 shares worth $63.3K. The position accounts for 0.01% of the portfolio, ranked #394.

Private Wealth Asset Management first reported a position in OGE in Q1 2025 and has held it in 6 quarters since. The position peaked at $75.5K in Q1 2026. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Private Wealth Asset Management held 1,300 shares of OGE Energy worth $63.3K as of Q2 2026.
Private Wealth Asset Management sold 274 OGE Energy shares in Q2 2026, an estimated $13.1K.
OGE Energy made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #394 holding.
Private Wealth Asset Management first reported a position in OGE Energy in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's OGE Energy position peaked at $75.5K in Q1 2026.
644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.