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 Q3	$6.06M	Buy	133,448 +277	+0.2%	+$13K	1.58%	16
2026 Q2	$6.48M	Sell	133,171 -214	-0.2%	-$10.2K	1.63%	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	1.74%	11
2024 Q1	$5.43M	Buy	158,230 +300	+0.2%	+$10.1K	1.85%	12
2023 Q4	$5.52M	Buy	+157,930	New	+$5.45M	2.02%	11

Other funds holding OGE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

OCM

Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return

Vista Investment Partners's OGE Position: Q3 2026 in Review

Vista Investment Partners increased its OGE Energy (OGE) stake by 0.21% in Q3 2026, buying an estimated $13K and bringing the position to 133,448 shares worth $6.06M. The position accounts for 1.58% of the portfolio, ranked #16.

Vista Investment Partners first reported a position in OGE in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.57M in Q3 2025. 42 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

Vista Investment Partners held 133,448 shares of OGE Energy worth $6.06M as of Q3 2026.
Vista Investment Partners bought 277 OGE Energy shares in Q3 2026, an estimated $13K.
OGE Energy made up 1.58% of Vista Investment Partners's portfolio in Q3 2026, its #16 holding.
Vista Investment Partners first reported a position in OGE Energy in Q4 2023 and has held it in 12 quarters since.
Vista Investment Partners's OGE Energy position peaked at $6.57M in Q3 2025.
42 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.