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 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

ORIO

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

True Wealth Design's OGE Position: Q2 2026 in Review

True Wealth Design increased its OGE Energy (OGE) stake by 269% in Q2 2026, buying an estimated $42.1K and bringing the position to 1,206 shares worth $58.7K. The position accounts for 0.01% of the portfolio, ranked #428.

True Wealth Design first reported a position in OGE in Q2 2023 and has held it in 8 quarters since. 78 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

True Wealth Design held 1,206 shares of OGE Energy worth $58.7K as of Q2 2026.
True Wealth Design bought 879 OGE Energy shares in Q2 2026, an estimated $42.1K.
OGE Energy made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #428 holding.
True Wealth Design first reported a position in OGE Energy in Q2 2023 and has held it in 8 quarters since.
78 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.