True Wealth Design’s OGE Energy OGE Stock Holding History

True Wealth Design’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 Q3	$56.5K	Buy	1,244 +38	+3%	+$1.79K	0.01%	465
2026 Q2	$58.7K	Buy	1,206 +879	+269%	+$42.1K	0.01%	428
2026 Q1	$15.7K	Buy	327 +229	+234%	+$10.5K	﹤0.01%	812
2025 Q4	$4.18K	Hold	98	–	–	﹤0.01%	1161
2025 Q3	$4.54K	Buy	98 +62	+172%	+$2.78K	﹤0.01%	1115
2025 Q2	$1.6K	Buy	36 +4	+13%	+$177	﹤0.01%	1272
2025 Q1	$1.47K	Buy	+32	New	+$1.39K	﹤0.01%	1120
2023 Q4	–	Sell	-1	Closed	-$34	–	807
2023 Q3	$34	Hold	1	–	–	﹤0.01%	761
2023 Q2	$36	Buy	+1	New	+$37	﹤0.01%	773

Other funds holding OGE

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

True Wealth Design's OGE Position: Q3 2026 in Review

True Wealth Design increased its OGE Energy (OGE) stake by 3.2% in Q3 2026, buying an estimated $1.79K and bringing the position to 1,244 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #465.

True Wealth Design first reported a position in OGE in Q2 2023 and has held it in 9 quarters since. The position peaked at $58.7K in Q2 2026. 124 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

True Wealth Design held 1,244 shares of OGE Energy worth $56.5K as of Q3 2026.
True Wealth Design bought 38 OGE Energy shares in Q3 2026, an estimated $1.79K.
OGE Energy made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #465 holding.
True Wealth Design first reported a position in OGE Energy in Q2 2023 and has held it in 9 quarters since.
True Wealth Design's OGE Energy position peaked at $58.7K in Q2 2026.
124 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.