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Sowell Financial Services’s OGE Energy OGE Stock Holding History

Sowell Financial Services’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 		$328K Buy
6,736
+67
+1% +$3.21K 0.01% 833
2026
Q1 		$320K Buy
6,669
+220
+3% +$10.1K 0.01% 813
2025
Q4 		$275K Buy
6,449
+27
+0.4% +$1.2K 0.01% 863
2025
Q3 		$297K Sell
6,422
-209
-3% -$9.36K 0.01% 816
2025
Q2 		$294K Buy
6,631
+5
+0.1% +$222 0.01% 797
2025
Q1 		$305K Buy
+6,626
New +$288K 0.01% 757
2021
Q2 		– Sell
-10,739
Closed -$365K – 2016
2021
Q1 		$365K Buy
10,739
+5,507
+105% +$174K 0.01% 763
2020
Q4 		$167K Buy
5,232
+78
+2% +$2.52K 0.01% 922
2020
Q3 		$155K Buy
5,154
+1,602
+45% +$50.4K 0.01% 819
2020
Q2 		$108K Sell
3,552
-358
-9% -$11.1K 0.01% 940
2020
Q1 		$120K Buy
3,910
+374
+11% +$15.1K 0.01% 793
2019
Q4 		$157K Sell
3,536
-338
-9% -$14.6K 0.01% 795
2019
Q3 		$176K Buy
+3,874
New +$168K 0.01% 682

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 $3.38T AUM 44.17% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sowell Financial Services's OGE Position: Q2 2026 in Review

Sowell Financial Services increased its OGE Energy (OGE) stake by 1% in Q2 2026, buying an estimated $3.21K and bringing the position to 6,736 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #833.

Sowell Financial Services first reported a position in OGE in Q3 2019 and has held it in 13 quarters since. The position peaked at $365K in Q1 2021. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Sowell Financial Services held 6,736 shares of OGE Energy worth $328K as of Q2 2026.
  • Sowell Financial Services bought 67 OGE Energy shares in Q2 2026, an estimated $3.21K.
  • OGE Energy made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #833 holding.
  • Sowell Financial Services first reported a position in OGE Energy in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's OGE Energy position peaked at $365K in Q1 2021.
  • 644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.