Vista Investment Partners’s OGE Energy OGE Stock Holding History

Vista Investment Partners’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	$6.48M	Sell	133,171 -214	-0.2%	-$10.2K	1.64%	15
2026 Q1	$6.4M	Buy	133,385 +147	+0.1%	+$6.72K	1.69%	11
2025 Q4	$5.69M	Sell	133,238 -8,675	-6%	-$387K	1.49%	19
2025 Q3	$6.57M	Buy	141,913 +138	+0.1%	+$6.18K	1.83%	15
2025 Q2	$6.29M	Buy	141,775 +135	+0.1%	+$5.99K	1.81%	14
2025 Q1	$6.51M	Buy	141,640 +139	+0.1%	+$6.05K	1.98%	9
2024 Q4	$5.84M	Sell	141,501 -5,294	-4%	-$220K	1.82%	11
2024 Q3	$6.02M	Buy	146,795 +167	+0.1%	+$6.48K	1.93%	10
2024 Q2	$5.23M	Sell	146,628 -11,602	-7%	-$407K	1.75%	11
2024 Q1	$5.43M	Buy	158,230 +300	+0.2%	+$10.1K	1.87%	12
2023 Q4	$5.52M	Buy	+157,930	New	+$5.45M	2.03%	11

Other funds holding OGE

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

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

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

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

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

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return