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Sound Stewardship’s OGE Energy OGE Stock Holding History

Sound Stewardship’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 		$209K Hold
4,285
– – 0.09% 71
2026
Q1 		$206K Buy
+4,285
New +$196K 0.09% 62

Other funds holding OGE

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Sound Stewardship's OGE Position: Q2 2026 in Review

Sound Stewardship held its OGE Energy (OGE) position steady in Q2 2026 at 4,285 shares worth $209K. The position accounts for 0.09% of the portfolio, ranked #71.

Sound Stewardship first reported a position in OGE in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Sound Stewardship held 4,285 shares of OGE Energy worth $209K as of Q2 2026.
  • Sound Stewardship left its OGE Energy share count unchanged in Q2 2026.
  • OGE Energy made up 0.09% of Sound Stewardship's portfolio in Q2 2026, its #71 holding.
  • Sound Stewardship first reported a position in OGE Energy in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.