UFF
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return