Tectonic Advisors’s OGE Energy OGE Stock Holding History

Tectonic 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	$772K	Buy	15,860 +310	+2%	+$14.8K	0.04%	199
2026 Q1	$746K	Buy	15,550 +1,455	+10%	+$66.6K	0.04%	194
2025 Q4	$602K	Buy	14,095 +754	+6%	+$33.6K	0.03%	231
2025 Q3	$617K	Sell	13,341 -424	-3%	-$19K	0.03%	229
2025 Q2	$611K	Buy	13,765 +272	+2%	+$12.1K	0.04%	220
2025 Q1	$620K	Sell	13,493 -2,616	-16%	-$114K	0.04%	211
2024 Q4	$664K	Buy	16,109 +859	+6%	+$35.8K	0.04%	198
2024 Q3	$626K	Buy	15,250 +1,633	+12%	+$63.4K	0.04%	210
2024 Q2	$486K	Buy	13,617 +1,407	+12%	+$49.4K	0.04%	225
2024 Q1	$419K	Buy	12,210 +1,594	+15%	+$53.5K	0.03%	232
2023 Q4	$371K	Buy	10,616 +563	+6%	+$19.4K	0.03%	230
2023 Q3	$335K	Buy	+10,053	New	+$352K	0.03%	224

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 $397M AUM 34.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 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