Rothschild Investment LLC’s OGE Energy OGE Stock Holding History

Rothschild Investment LLC’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	$856K	Buy	17,596 +15,402	+702%	+$737K	0.03%	454
2026 Q1	$105K	Buy	2,194 +2,003	+1,049%	+$91.6K	0.01%	862
2025 Q4	$8.16K	Buy	191 +161	+537%	+$7.18K	﹤0.01%	1659
2025 Q3	$1.39K	Buy	+30	New	+$1.34K	﹤0.01%	2443
2016 Q4	–	Sell	-10,500	Closed	-$332K	–	483
2016 Q3	$332K	Sell	10,500 -13,175	-56%	-$417K	0.04%	329
2016 Q2	$775K	Sell	23,675 -14,350	-38%	-$430K	0.1%	204
2016 Q1	$1.09M	Hold	38,025	–	–	0.14%	168
2015 Q4	$1M	Hold	38,025	–	–	0.13%	176
2015 Q3	$1.04M	Buy	38,025 +5,450	+17%	+$155K	0.14%	172
2015 Q2	$931K	Buy	32,575 +8,900	+38%	+$277K	0.11%	209
2015 Q1	$748K	Buy	+23,675	New	+$794K	0.09%	228

Other funds holding OGE

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's OGE Position: Q2 2026 in Review

Rothschild Investment LLC increased its OGE Energy (OGE) stake by 702% in Q2 2026, buying an estimated $737K and bringing the position to 17,596 shares worth $856K. The position accounts for 0.03% of the portfolio, ranked #454.

Rothschild Investment LLC first reported a position in OGE in Q1 2015 and has held it in 11 quarters since. The position peaked at $1.09M in Q1 2016. 308 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Rothschild Investment LLC held 17,596 shares of OGE Energy worth $856K as of Q2 2026.
Rothschild Investment LLC bought 15,402 OGE Energy shares in Q2 2026, an estimated $737K.
OGE Energy made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #454 holding.
Rothschild Investment LLC first reported a position in OGE Energy in Q1 2015 and has held it in 11 quarters since.
Rothschild Investment LLC's OGE Energy position peaked at $1.09M in Q1 2016.
308 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.