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Summit Trail Advisors’s OGE Energy OGE Stock Holding History

Summit Trail Advisors’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 		$1.89M Buy
38,882
+11,766
+43% +$563K 0.02% 645
2026
Q1 		$1.3M Buy
27,116
+2,490
+10% +$114K 0.02% 806
2025
Q4 		$1.05M Sell
24,626
-1,658
-6% -$74K 0.02% 791
2025
Q3 		$1.22M Buy
+26,284
New +$1.18M 0.02% 721
2018
Q1 		– Sell
-119
Closed -$4K – 1274
2017
Q4 		$4K Buy
+119
New +$4.2K ﹤0.01% 1479

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Trail Advisors's OGE Position: Q2 2026 in Review

Summit Trail Advisors increased its OGE Energy (OGE) stake by 43% in Q2 2026, buying an estimated $563K and bringing the position to 38,882 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #645.

Summit Trail Advisors first reported a position in OGE in Q4 2017 and has held it in 5 quarters since. 642 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Summit Trail Advisors held 38,882 shares of OGE Energy worth $1.89M as of Q2 2026.
  • Summit Trail Advisors bought 11,766 OGE Energy shares in Q2 2026, an estimated $563K.
  • OGE Energy made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #645 holding.
  • Summit Trail Advisors first reported a position in OGE Energy in Q4 2017 and has held it in 5 quarters since.
  • 642 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.