Summit Global Investments’s OGE Energy OGE Stock Holding History

Summit Global Investments’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	–	Sell	-20,247	Closed	-$865K	–	517
2025 Q4	$865K	Sell	20,247 -263	-1%	-$11.7K	0.05%	226
2025 Q3	$949K	Sell	20,510 -231	-1%	-$10.3K	0.06%	204
2025 Q2	$920K	Hold	20,741	–	–	0.05%	212
2025 Q1	$953K	Buy	20,741 +4,216	+26%	+$183K	0.07%	177
2024 Q4	$682K	Buy	+16,525	New	+$688K	0.04%	289
2020 Q2	–	Sell	-465,943	Closed	-$14.3M	–	257
2020 Q1	$14.3M	Buy	465,943 +236,894	+103%	+$9.58M	2.09%	12
2019 Q4	$10.2M	Buy	229,049 +6,242	+3%	+$270K	1.1%	33
2019 Q3	$10.1M	Buy	222,807 +8,344	+4%	+$361K	1.18%	30
2019 Q2	$9.13M	Sell	214,463 -3,879	-2%	-$164K	1.15%	28
2019 Q1	$9.41M	Buy	218,342 +8,607	+4%	+$356K	1.2%	27
2018 Q4	$8.22M	Buy	+209,735	New	+$8.05M	1.27%	20

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

Summit Global Investments's OGE Position: Q1 2026 in Review

Summit Global Investments sold out of OGE Energy (OGE) in Q1 2026, closing a stake of 20,247 shares — an estimated $865K sold.

Summit Global Investments first reported a position in OGE in Q4 2018 and held it in 11 quarters. The position peaked at $14.3M in Q1 2020. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Summit Global Investments reported no remaining OGE Energy position as of Q1 2026 after selling out during the quarter.
Summit Global Investments sold 20,247 OGE Energy shares in Q1 2026, an estimated $865K.
Summit Global Investments first reported a position in OGE Energy in Q4 2018 and held it in 11 quarters.
Summit Global Investments's OGE Energy position peaked at $14.3M in Q1 2020.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.