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Savvy Advisors Inc’s OGE Energy OGE Stock Holding History

Savvy Advisors Inc’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 		$884K Sell
18,424
-388
-2% -$17.8K 0.02% 468
2025
Q4 		$803K Buy
18,812
+251
+1% +$11.2K 0.03% 416
2025
Q3 		$859K Buy
18,561
+339
+2% +$15.2K 0.04% 299
2025
Q2 		$809K Sell
18,222
-37
-0.2% -$1.64K 0.05% 254
2025
Q1 		$839K Buy
18,259
+829
+5% +$36.1K 0.08% 194
2024
Q4 		$719K Buy
+17,430
New +$726K 0.09% 191

Other funds holding OGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Savvy Advisors Inc's OGE Position: Q1 2026 in Review

Savvy Advisors Inc reduced its OGE Energy (OGE) stake by 2.1% in Q1 2026, selling an estimated $17.8K and leaving 18,424 shares worth $884K. The position accounts for 0.02% of the portfolio, ranked #468.

Savvy Advisors Inc first reported a position in OGE in Q4 2024 and has held it in 6 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Savvy Advisors Inc held 18,424 shares of OGE Energy worth $884K as of Q1 2026.
  • Savvy Advisors Inc sold 388 OGE Energy shares in Q1 2026, an estimated $17.8K.
  • OGE Energy made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #468 holding.
  • Savvy Advisors Inc first reported a position in OGE Energy in Q4 2024 and has held it in 6 quarters since.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.