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SHP Wealth Management’s OGE Energy OGE Stock Holding History

SHP Wealth Management’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 		$5.03K Buy
105
+1
+1% +$46 ﹤0.01% 1066
2025
Q4 		$4.43K Buy
+104
New +$4.64K ﹤0.01% 1007

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $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

SHP Wealth Management's OGE Position: Q1 2026 in Review

SHP Wealth Management increased its OGE Energy (OGE) stake by 0.96% in Q1 2026, buying an estimated $46 and bringing the position to 105 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

SHP Wealth Management first reported a position in OGE in Q4 2025 and has held it in 2 quarters since. 617 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • SHP Wealth Management held 105 shares of OGE Energy worth $5.03K as of Q1 2026.
  • SHP Wealth Management bought 1 OGE Energy share in Q1 2026, an estimated $46.
  • OGE Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1066 holding.
  • SHP Wealth Management first reported a position in OGE Energy in Q4 2025 and has held it in 2 quarters since.
  • 617 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.