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SageView Advisory Group’s OGE Energy OGE Stock Holding History

SageView Advisory Group’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 		– Sell
-2,337
Closed -$99.8K – 1833
2025
Q4 		$99.8K Buy
+2,337
New +$104K ﹤0.01% 835
2024
Q2 		– Sell
-4,831
Closed -$1.2M – 677
2024
Q1 		$1.2M Buy
+4,831
New +$162K 0.06% 173

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SageView Advisory Group's OGE Position: Q1 2026 in Review

SageView Advisory Group sold out of OGE Energy (OGE) in Q1 2026, closing a stake of 2,337 shares — an estimated $99.8K sold.

SageView Advisory Group first reported a position in OGE in Q1 2024 and held it in 2 quarters. The position peaked at $1.2M in Q1 2024. 620 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • SageView Advisory Group reported no remaining OGE Energy position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2,337 OGE Energy shares in Q1 2026, an estimated $99.8K.
  • SageView Advisory Group first reported a position in OGE Energy in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's OGE Energy position peaked at $1.2M in Q1 2024.
  • 620 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.