USA Financial Formulas’s OGE Energy OGE Stock Holding History

USA Financial Formulas’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	$91.4K	Buy	1,879 +1,637	+676%	+$78.3K	0.02%	194
2026 Q1	$11.6K	Sell	242 -6,870	-97%	-$314K	﹤0.01%	299
2025 Q4	$304K	Buy	7,112 +4,946	+228%	+$221K	0.06%	102
2025 Q3	$100K	Buy	+2,166	New	+$97K	0.02%	198
2024 Q2	–	Sell	-2,987	Closed	-$102K	–	361
2024 Q1	$102K	Sell	2,987 -14	-0.5%	-$470	0.02%	207
2023 Q4	$105K	Buy	3,001 +2,955	+6,424%	+$102K	0.02%	167
2023 Q3	$1.53K	Hold	46	–	–	﹤0.01%	358
2023 Q2	$1.65K	Hold	46	–	–	﹤0.01%	318
2023 Q1	$1.73K	Buy	+46	New	+$1.73K	﹤0.01%	237
2021 Q2	–	Sell	-48	Closed	-$2K	–	424
2021 Q1	$2K	Buy	48 +16	+50%	+$504	﹤0.01%	270
2020 Q4	$1K	Hold	32	–	–	﹤0.01%	292
2020 Q3	$1K	Hold	32	–	–	﹤0.01%	279
2020 Q2	$1K	Buy	+32	New	+$989	﹤0.01%	189

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

USA Financial Formulas's OGE Position: Q2 2026 in Review

USA Financial Formulas increased its OGE Energy (OGE) stake by 676% in Q2 2026, buying an estimated $78.3K and bringing the position to 1,879 shares worth $91.4K. The position accounts for 0.02% of the portfolio, ranked #194.

USA Financial Formulas first reported a position in OGE in Q2 2020 and has held it in 13 quarters since. The position peaked at $304K in Q4 2025. 642 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

USA Financial Formulas held 1,879 shares of OGE Energy worth $91.4K as of Q2 2026.
USA Financial Formulas bought 1,637 OGE Energy shares in Q2 2026, an estimated $78.3K.
OGE Energy made up 0.02% of USA Financial Formulas's portfolio in Q2 2026, its #194 holding.
USA Financial Formulas first reported a position in OGE Energy in Q2 2020 and has held it in 13 quarters since.
USA Financial Formulas's OGE Energy position peaked at $304K in Q4 2025.
642 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.