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Regal Investment Advisors’s OGE Energy OGE Stock Holding History

Regal Investment Advisors’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 		$346K Sell
7,214
-400
-5% -$18.3K 0.02% 501
2025
Q4 		$325K Buy
+7,614
New +$340K 0.02% 494

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

Regal Investment Advisors's OGE Position: Q1 2026 in Review

Regal Investment Advisors reduced its OGE Energy (OGE) stake by 5.3% in Q1 2026, selling an estimated $18.3K and leaving 7,214 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #501.

Regal Investment Advisors first reported a position in OGE in Q4 2025 and has held it in 2 quarters since. 616 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Regal Investment Advisors held 7,214 shares of OGE Energy worth $346K as of Q1 2026.
  • Regal Investment Advisors sold 400 OGE Energy shares in Q1 2026, an estimated $18.3K.
  • OGE Energy made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #501 holding.
  • Regal Investment Advisors first reported a position in OGE Energy in Q4 2025 and has held it in 2 quarters since.
  • 616 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.