Prospera Financial Services’s OGE Energy OGE Stock Holding History

Prospera Financial Services’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	$408K	Sell	8,375 -2,151	-20%	-$103K	0.01%	1121
2026 Q1	$505K	Buy	10,526 +1,609	+18%	+$73.6K	0.01%	976
2025 Q4	$381K	Buy	8,917 +1,101	+14%	+$49.1K	0.01%	1040
2025 Q3	$362K	Buy	7,816 +13	+0.2%	+$582	0.01%	1082
2025 Q2	$346K	Buy	7,803 +2,819	+57%	+$125K	0.01%	1049
2025 Q1	$229K	Buy	+4,984	New	+$217K	0.01%	1080
2024 Q1	–	Sell	-6,870	Closed	-$240K	–	1123
2023 Q4	$240K	Sell	6,870 -858	-11%	-$29.6K	0.01%	929
2023 Q3	$258K	Buy	+7,728	New	+$271K	0.01%	859
2022 Q3	–	Sell	-1,330	Closed	-$51K	–	1357
2022 Q2	$51K	Hold	1,330	–	–	﹤0.01%	1025
2022 Q1	$54K	Buy	+1,330	New	+$50.4K	﹤0.01%	1344
2019 Q3	–	Sell	-4,645	Closed	-$202K	–	557
2019 Q2	$202K	Buy	+4,645	New	+$197K	0.02%	492

Other funds holding OGE

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Prospera Financial Services's OGE Position: Q2 2026 in Review

Prospera Financial Services reduced its OGE Energy (OGE) stake by 20% in Q2 2026, selling an estimated $103K and leaving 8,375 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #1121.

Prospera Financial Services first reported a position in OGE in Q2 2019 and has held it in 11 quarters since. The position peaked at $505K in Q1 2026. 78 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Prospera Financial Services held 8,375 shares of OGE Energy worth $408K as of Q2 2026.
Prospera Financial Services sold 2,151 OGE Energy shares in Q2 2026, an estimated $103K.
OGE Energy made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1121 holding.
Prospera Financial Services first reported a position in OGE Energy in Q2 2019 and has held it in 11 quarters since.
Prospera Financial Services's OGE Energy position peaked at $505K in Q1 2026.
78 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.