Retirement Wealth Solutions
OGE icon

Retirement Wealth Solutions’s OGE Energy OGE Stock Holding History

Retirement Wealth Solutions’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
Q3 		$818 Sell
18
-5
-22% -$236 ﹤0.01% 781
2026
Q2 		$1.12K Sell
23
-47
-67% -$2.25K ﹤0.01% 625
2026
Q1 		$3.36K Buy
70
+53
+312% +$2.42K ﹤0.01% 394
2025
Q4 		$726 Buy
17
+1
+6% +$45 ﹤0.01% 633
2025
Q3 		$741 Buy
+16
New +$716 ﹤0.01% 630

Other funds holding OGE

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Retirement Wealth Solutions's OGE Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its OGE Energy (OGE) stake by 22% in Q3 2026, selling an estimated $236 and leaving 18 shares worth $818. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Retirement Wealth Solutions first reported a position in OGE in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.36K in Q1 2026. 138 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

  • Retirement Wealth Solutions held 18 shares of OGE Energy worth $818 as of Q3 2026.
  • Retirement Wealth Solutions sold 5 OGE Energy shares in Q3 2026, an estimated $236.
  • OGE Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #781 holding.
  • Retirement Wealth Solutions first reported a position in OGE Energy in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's OGE Energy position peaked at $3.36K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.