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Ritholtz Wealth Management’s OGE Energy OGE Stock Holding History

Ritholtz Wealth 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 		$254K Buy
+5,290
New +$242K ﹤0.01% 1048
2025
Q4 		– Sell
-4,504
Closed -$208K – 1162
2025
Q3 		$208K Buy
+4,504
New +$202K ﹤0.01% 965

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

Ritholtz Wealth Management's OGE Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in OGE Energy (OGE) in Q1 2026: 5,290 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in OGE as recently as Q3 2025.

Ritholtz Wealth Management first reported a position in OGE in Q3 2025 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Ritholtz Wealth Management held 5,290 shares of OGE Energy worth $254K as of Q1 2026.
  • OGE Energy was a new Ritholtz Wealth Management position in Q1 2026.
  • OGE Energy made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1048 holding.
  • Ritholtz Wealth Management first reported a position in OGE Energy in Q3 2025 and has held it in 2 quarters since.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.