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Strategic Financial Concepts’s OGE Energy OGE Stock Holding History

Strategic Financial Concepts’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 		$233K Buy
+4,863
New +$222K 0.06% 261
2025
Q4 		– Sell
-4,863
Closed -$225K – 238
2025
Q3 		$225K Hold
4,863
– – 0.03% 243
2025
Q2 		$216K Buy
4,863
+47
+1% +$2.08K 0.03% 254
2025
Q1 		$221K Buy
+4,816
New +$210K 0.04% 303

Other funds holding OGE

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Strategic Financial Concepts's OGE Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in OGE Energy (OGE) in Q1 2026: 4,863 shares worth $233K. The stake represents 0.06% of the portfolio and ranks #261 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in OGE as recently as Q3 2025.

Strategic Financial Concepts first reported a position in OGE in Q1 2025 and has held it in 4 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Strategic Financial Concepts held 4,863 shares of OGE Energy worth $233K as of Q1 2026.
  • OGE Energy was a new Strategic Financial Concepts position in Q1 2026.
  • OGE Energy made up 0.06% of Strategic Financial Concepts's portfolio in Q1 2026, its #261 holding.
  • Strategic Financial Concepts first reported a position in OGE Energy in Q1 2025 and has held it in 4 quarters since.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.