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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
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 – 1275
2017
Q4 		$4K Buy
+119
New +$4.2K ﹤0.01% 1479

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