PWAM
OGE icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Private Wealth Asset Management's OGE Position: Q1 2026 in Review

Private Wealth Asset Management held its OGE Energy (OGE) position steady in Q1 2026 at 1,574 shares worth $75.5K. The position accounts for 0.01% of the portfolio, ranked #360.

Private Wealth Asset Management first reported a position in OGE in Q1 2025 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Private Wealth Asset Management held 1,574 shares of OGE Energy worth $75.5K as of Q1 2026.
  • Private Wealth Asset Management left its OGE Energy share count unchanged in Q1 2026.
  • OGE Energy made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #360 holding.
  • Private Wealth Asset Management first reported a position in OGE Energy in Q1 2025 and has held it in 5 quarters since.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.