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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
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

Other funds holding OGE

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Root Financial Partners's OGE Position: Q2 2026 in Review

Root Financial Partners sold out of OGE Energy (OGE) in Q2 2026, closing a stake of 598 shares — an estimated $28.7K sold.

Root Financial Partners first reported a position in OGE in Q3 2025 and held it in 3 quarters. The position peaked at $28.7K in Q1 2026. 202 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Root Financial Partners reported no remaining OGE Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 598 OGE Energy shares in Q2 2026, an estimated $28.7K.
  • Root Financial Partners first reported a position in OGE Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's OGE Energy position peaked at $28.7K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.