Strategic Investment Solutions’s OGE Energy OGE Stock Holding History

Strategic Investment Solutions’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	$29.3K	Buy	603 +6	+1%	+$287	0.01%	311
2026 Q1	$28.7K	Buy	597 +5	+0.8%	+$229	0.01%	298
2025 Q4	$25.3K	Buy	592 +6	+1%	+$268	0.01%	298
2025 Q3	$27.1K	Buy	586 +5	+0.9%	+$224	0.01%	268
2025 Q2	$25.8K	Buy	581 +6	+1%	+$266	0.01%	268
2025 Q1	$26.4K	Buy	575 +31	+6%	+$1.35K	0.01%	264
2024 Q4	$19K	Sell	544 -20	-4%	-$833	0.01%	312
2024 Q3	$23.1K	Hold	564	–	–	0.01%	267
2024 Q2	$21.9K	Buy	+564	New	+$19.8K	0.01%	259
2023 Q4	$19K	Sell	544 -716	-57%	-$24.7K	﹤0.01%	662
2023 Q3	$44.1K	Buy	1,260 +1,240	+6,200%	+$43.4K	﹤0.01%	616
2023 Q2	$700	Sell	20 -403	-95%	-$14.8K	﹤0.01%	797
2023 Q1	$15.9K	Buy	+423	New	+$15.9K	﹤0.01%	567

Other funds holding OGE

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return