Root Financial Partners
OGE icon

Root Financial Partners’s OGE Energy OGE Stock Holding History

Root Financial Partners’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 		$64.3K Buy
+1,415
New +$66.6K ﹤0.01% 953
2026
Q2 		– Sell
-598
Closed -$28.7K – 2278
2026
Q1 		$28.7K Buy
598
+315
+111% +$14.4K ﹤0.01% 1142
2025
Q4 		$12.1K Buy
283
+41
+17% +$1.83K ﹤0.01% 1422
2025
Q3 		$11.2K Buy
+242
New +$10.8K ﹤0.01% 1411

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State Street
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's OGE Position: Q3 2026 in Review

Root Financial Partners opened a new position in OGE Energy (OGE) in Q3 2026: 1,415 shares worth $64.3K. The stake represents ﹤0.01% of the portfolio and ranks #953 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OGE as recently as Q1 2026.

Root Financial Partners first reported a position in OGE in Q3 2025 and has held it in 4 quarters since. 521 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

  • Root Financial Partners held 1,415 shares of OGE Energy worth $64.3K as of Q3 2026.
  • OGE Energy was a new Root Financial Partners position in Q3 2026.
  • OGE Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #953 holding.
  • Root Financial Partners first reported a position in OGE Energy in Q3 2025 and has held it in 4 quarters since.
  • 521 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.