Rise Advisors’s OGE Energy OGE Stock Holding History

Rise 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
2025 Q4	–	Sell	-335	Closed	-$15.5K	–	1016
2025 Q3	$15.5K	Buy	335 +3	+0.9%	+$134	0.01%	728
2025 Q2	$14.7K	Buy	332 +3	+0.9%	+$133	0.01%	737
2025 Q1	$15.1K	Sell	329 -334	-50%	-$14.5K	0.01%	679
2024 Q4	$27.3K	Buy	663 +7	+1%	+$291	0.01%	443
2024 Q3	$26.9K	Buy	656 +7	+1%	+$272	0.01%	468
2024 Q2	$23.2K	Buy	649 +8	+1%	+$281	0.01%	532
2024 Q1	$22K	Buy	+641	New	+$21.5K	0.01%	586

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rise Advisors's OGE Position: Q4 2025 in Review

Rise Advisors sold out of OGE Energy (OGE) in Q4 2025, closing a stake of 335 shares — an estimated $15.5K sold.

Rise Advisors first reported a position in OGE in Q1 2024 and held it in 7 quarters. The position peaked at $27.3K in Q4 2024. 581 funds tracked by Wall St. Rank hold OGE as of Q4 2025.

Rise Advisors reported no remaining OGE Energy position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 335 OGE Energy shares in Q4 2025, an estimated $15.5K.
Rise Advisors first reported a position in OGE Energy in Q1 2024 and held it in 7 quarters.
Rise Advisors's OGE Energy position peaked at $27.3K in Q4 2024.
581 funds tracked by Wall St. Rank held OGE Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.