Turtle Creek Wealth Advisors’s OGE Energy OGE Stock Holding History

Turtle Creek Wealth 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	$300K	Hold	6,159	–	–	0.02%	367
2026 Q1	$295K	Buy	6,159 +159	+3%	+$7.27K	0.02%	317
2025 Q4	$256K	Hold	6,000	–	–	0.02%	336
2025 Q3	$278K	Hold	6,000	–	–	0.02%	292
2025 Q2	$266K	Buy	+6,000	New	+$266K	0.03%	228

Other funds holding OGE

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Turtle Creek Wealth Advisors's OGE Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its OGE Energy (OGE) position steady in Q2 2026 at 6,159 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #367.

Turtle Creek Wealth Advisors first reported a position in OGE in Q2 2025 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Turtle Creek Wealth Advisors held 6,159 shares of OGE Energy worth $300K as of Q2 2026.
Turtle Creek Wealth Advisors left its OGE Energy share count unchanged in Q2 2026.
OGE Energy made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #367 holding.
Turtle Creek Wealth Advisors first reported a position in OGE Energy in Q2 2025 and has held it in 5 quarters since.
258 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.