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 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 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

Sowell Financial Services's OGE Position: Q1 2026 in Review

Sowell Financial Services increased its OGE Energy (OGE) stake by 3.4% in Q1 2026, buying an estimated $10.1K and bringing the position to 6,669 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #813.

Sowell Financial Services first reported a position in OGE in Q3 2019 and has held it in 12 quarters since. The position peaked at $365K in Q1 2021. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Sowell Financial Services held 6,669 shares of OGE Energy worth $320K as of Q1 2026.
Sowell Financial Services bought 220 OGE Energy shares in Q1 2026, an estimated $10.1K.
OGE Energy made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #813 holding.
Sowell Financial Services first reported a position in OGE Energy in Q3 2019 and has held it in 12 quarters since.
Sowell Financial Services's OGE Energy position peaked at $365K in Q1 2021.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.