Waterfront Wealth’s OGE Energy OGE Stock Holding History

Waterfront Wealth’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	–	Sell	-4,688	Closed	-$228K	–	311
2026 Q2	$228K	Buy	+4,688	New	+$224K	0.04%	282

Other funds holding OGE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Waterfront Wealth's OGE Position: Q3 2026 in Review

Waterfront Wealth sold out of OGE Energy (OGE) in Q3 2026, closing a stake of 4,688 shares — an estimated $228K sold.

Waterfront Wealth first reported a position in OGE in Q2 2026 and held it in 1 quarter. The position peaked at $228K in Q2 2026. 521 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

Waterfront Wealth reported no remaining OGE Energy position as of Q3 2026 after selling out during the quarter.
Waterfront Wealth sold 4,688 OGE Energy shares in Q3 2026, an estimated $228K.
Waterfront Wealth first reported a position in OGE Energy in Q2 2026 and held it in 1 quarter.
Waterfront Wealth's OGE Energy position peaked at $228K in Q2 2026.
521 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.