Tanglewood Legacy Advisors’s OGE Energy OGE Stock Holding History

Tanglewood Legacy 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	$638K	Hold	13,295	–	–	0.23%	60
2025 Q4	$568K	Hold	13,295	–	–	0.21%	65
2025 Q3	$615K	Hold	13,295	–	–	0.24%	59
2025 Q2	$590K	Hold	13,295	–	–	0.24%	56
2025 Q1	$611K	Hold	13,295	–	–	0.27%	49
2024 Q4	$548K	Sell	13,295 -206	-2%	-$8.57K	0.23%	55
2024 Q3	$554K	Hold	13,501	–	–	0.25%	51
2024 Q2	$482K	Hold	13,501	–	–	0.23%	54
2024 Q1	$463K	Hold	13,501	–	–	0.23%	57
2023 Q4	$472K	Hold	13,501	–	–	0.26%	55
2023 Q3	$450K	Hold	13,501	–	–	0.27%	52
2023 Q2	$485K	Hold	13,501	–	–	0.28%	49
2023 Q1	$508K	Hold	13,501	–	–	0.32%	43
2022 Q4	$534K	Buy	+13,501	New	+$512K	0.38%	34

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

Tanglewood Legacy Advisors's OGE Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its OGE Energy (OGE) position steady in Q1 2026 at 13,295 shares worth $638K. The position accounts for 0.23% of the portfolio, ranked #60.

Tanglewood Legacy Advisors first reported a position in OGE in Q4 2022 and has held it in 14 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Tanglewood Legacy Advisors held 13,295 shares of OGE Energy worth $638K as of Q1 2026.
Tanglewood Legacy Advisors left its OGE Energy share count unchanged in Q1 2026.
OGE Energy made up 0.23% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #60 holding.
Tanglewood Legacy Advisors first reported a position in OGE Energy in Q4 2022 and has held it in 14 quarters since.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.