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Robertson Stephens Wealth Management’s OGE Energy OGE Stock Holding History

Robertson Stephens 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
2025
Q2 		– Sell
-10,301
Closed -$473K – 581
2025
Q1 		$473K Buy
+10,301
New +$448K 0.02% 371
2024
Q4 		– Sell
-8,950
Closed -$367K – 617
2024
Q3 		$367K Buy
+8,950
New +$347K 0.01% 488

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Robertson Stephens Wealth Management's OGE Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of OGE Energy (OGE) in Q2 2025, closing a stake of 10,301 shares — an estimated $473K sold.

Robertson Stephens Wealth Management first reported a position in OGE in Q3 2024 and held it in 2 quarters. The position peaked at $473K in Q1 2025. 576 funds tracked by Wall St. Rank hold OGE as of Q2 2025.

  • Robertson Stephens Wealth Management reported no remaining OGE Energy position as of Q2 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 10,301 OGE Energy shares in Q2 2025, an estimated $473K.
  • Robertson Stephens Wealth Management first reported a position in OGE Energy in Q3 2024 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's OGE Energy position peaked at $473K in Q1 2025.
  • 576 funds tracked by Wall St. Rank held OGE Energy as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.