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Waverly Advisors’s OGE Energy OGE Stock Holding History

Waverly Advisors’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 		$445K Buy
9,279
+1,697
+22% +$77.6K ﹤0.01% 1143
2025
Q4 		$324K Buy
7,582
+1,133
+18% +$50.5K ﹤0.01% 1173
2025
Q3 		$298K Buy
6,449
+102
+2% +$4.57K ﹤0.01% 1043
2025
Q2 		$282K Buy
6,347
+1,483
+30% +$65.8K ﹤0.01% 995
2025
Q1 		$224K Buy
+4,864
New +$212K ﹤0.01% 1023

Other funds holding OGE

BlackRock
BlackRock New York $5.72T 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

Waverly Advisors's OGE Position: Q1 2026 in Review

Waverly Advisors increased its OGE Energy (OGE) stake by 22% in Q1 2026, buying an estimated $77.6K and bringing the position to 9,279 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Waverly Advisors first reported a position in OGE in Q1 2025 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Waverly Advisors held 9,279 shares of OGE Energy worth $445K as of Q1 2026.
  • Waverly Advisors bought 1,697 OGE Energy shares in Q1 2026, an estimated $77.6K.
  • OGE Energy made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1143 holding.
  • Waverly Advisors first reported a position in OGE Energy in Q1 2025 and has held it in 5 quarters since.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.