Sequoia Financial Advisors’s OGE Energy OGE Stock Holding History

Sequoia Financial Advisors’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	$523K	Sell	10,912 -89	-0.8%	-$4.07K	﹤0.01%	1251
2025 Q4	$470K	Sell	11,001 -7,239	-40%	-$323K	﹤0.01%	1314
2025 Q3	$844K	Buy	18,240 +2,650	+17%	+$119K	0.01%	865
2025 Q2	$692K	Buy	+15,590	New	+$692K	﹤0.01%	855
2020 Q1	–	Sell	-4,614	Closed	-$205K	–	393
2019 Q4	$205K	Hold	4,614	–	–	0.01%	360
2019 Q3	$209K	Buy	+4,614	New	+$200K	0.02%	334
2019 Q2	–	Sell	-5,656	Closed	-$244K	–	386
2019 Q1	$244K	Buy	+5,656	New	+$234K	0.02%	309

Other funds holding OGE

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sequoia Financial Advisors's OGE Position: Q1 2026 in Review

Sequoia Financial Advisors reduced its OGE Energy (OGE) stake by 0.81% in Q1 2026, selling an estimated $4.07K and leaving 10,912 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Sequoia Financial Advisors first reported a position in OGE in Q1 2019 and has held it in 7 quarters since. The position peaked at $844K in Q3 2025. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Sequoia Financial Advisors held 10,912 shares of OGE Energy worth $523K as of Q1 2026.
Sequoia Financial Advisors sold 89 OGE Energy shares in Q1 2026, an estimated $4.07K.
OGE Energy made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q1 2026, its #1251 holding.
Sequoia Financial Advisors first reported a position in OGE Energy in Q1 2019 and has held it in 7 quarters since.
Sequoia Financial Advisors's OGE Energy position peaked at $844K in Q3 2025.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.