Steward Partners Investment Advisory’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $405K | Buy |
8,444
+4,695
| +125% | +$215K | ﹤0.01% | 1624 |
|
|
2025
Q4 | $160K | Buy |
3,749
+407
| +12% | +$18.2K | ﹤0.01% | 2040 |
|
|
2025
Q3 | $155K | Buy |
3,342
+642
| +24% | +$28.7K | ﹤0.01% | 1995 |
|
|
2025
Q2 | $120K | Buy |
2,700
+3
| +0.1% | +$133 | ﹤0.01% | 2007 |
|
|
2025
Q1 | $124K | Buy |
2,697
+100
| +4% | +$4.35K | ﹤0.01% | 1897 |
|
|
2024
Q4 | $107K | Buy |
2,597
+9
| +0.3% | +$375 | ﹤0.01% | 1938 |
|
|
2024
Q3 | $106K | Buy |
2,588
+509
| +24% | +$19.8K | ﹤0.01% | 1846 |
|
|
2024
Q2 | $74.2K | Hold |
2,079
| – | – | ﹤0.01% | 1917 |
|
|
2024
Q1 | $71.3K | Hold |
2,079
| – | – | ﹤0.01% | 1931 |
|
|
2023
Q4 | $72.6K | Hold |
2,079
| – | – | ﹤0.01% | 1822 |
|
|
2023
Q3 | $69.3K | Sell |
2,079
-55
| -3% | -$1.93K | ﹤0.01% | 1754 |
|
|
2023
Q2 | $76.6K | Buy |
2,134
+55
| +3% | +$2.02K | ﹤0.01% | 1707 |
|
|
2023
Q1 | $78.3K | Hold |
2,079
| – | – | ﹤0.01% | 1681 |
|
|
2022
Q4 | $82.2K | Hold |
2,079
| – | – | ﹤0.01% | 1622 |
|
|
2022
Q3 | $76K | Buy |
2,079
+579
| +39% | +$23.4K | ﹤0.01% | 1607 |
|
|
2022
Q2 | $58K | Hold |
1,500
| – | – | ﹤0.01% | 1732 |
|
|
2022
Q1 | $61K | Hold |
1,500
| – | – | ﹤0.01% | 1821 |
|
|
2021
Q4 | $58K | Hold |
1,500
| – | – | ﹤0.01% | 1837 |
|
|
2021
Q3 | $49K | Hold |
1,500
| – | – | ﹤0.01% | 1906 |
|
|
2021
Q2 | $50K | Hold |
1,500
| – | – | ﹤0.01% | 3431 |
|
|
2021
Q1 | $48.5K | Hold |
1,500
| – | – | ﹤0.01% | 2001 |
|
|
2020
Q4 | $48K | Hold |
1,500
| – | – | ﹤0.01% | 1693 |
|
|
2020
Q3 | $45K | Hold |
1,500
| – | – | ﹤0.01% | 1546 |
|
|
2020
Q2 | $46K | Hold |
1,500
| – | – | ﹤0.01% | 1448 |
|
|
2020
Q1 | $46K | Hold |
1,500
| – | – | ﹤0.01% | 1297 |
|
|
2019
Q4 | $66K | Hold |
1,500
| – | – | ﹤0.01% | 1287 |
|
|
2019
Q3 | $68K | Hold |
1,500
| – | – | ﹤0.01% | 1228 |
|
|
2019
Q2 | $63K | Buy |
+1,500
| New | +$63.5K | ﹤0.01% | 1252 |
|
|
2018
Q4 | – | Sell |
-700
| Closed | -$25K | – | 1697 |
|
|
2018
Q3 | $25K | Hold |
700
| – | – | ﹤0.01% | 1465 |
|
|
2018
Q2 | $25K | Sell |
700
-437
| -38% | -$14.7K | ﹤0.01% | 1376 |
|
|
2018
Q1 | $37K | Hold |
1,137
| – | – | ﹤0.01% | 1106 |
|
|
2017
Q4 | $37K | Hold |
1,137
| – | – | ﹤0.01% | 933 |
|
|
2017
Q3 | $40K | Hold |
1,137
| – | – | ﹤0.01% | 749 |
|
|
2017
Q2 | $39K | Hold |
1,137
| – | – | ﹤0.01% | 685 |
|
|
2017
Q1 | $39K | Buy |
+1,137
| New | +$39.6K | 0.01% | 611 |
|
Other funds holding OGE
VPM
VCM
Steward Partners Investment Advisory's OGE Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its OGE Energy (OGE) stake by 125% in Q1 2026, buying an estimated $215K and bringing the position to 8,444 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.
Steward Partners Investment Advisory first reported a position in OGE in Q1 2017 and has held it in 35 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.
- Steward Partners Investment Advisory held 8,444 shares of OGE Energy worth $405K as of Q1 2026.
- Steward Partners Investment Advisory bought 4,695 OGE Energy shares in Q1 2026, an estimated $215K.
- OGE Energy made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1624 holding.
- Steward Partners Investment Advisory first reported a position in OGE Energy in Q1 2017 and has held it in 35 quarters since.
- 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.