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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
Q2 		$652K Buy
13,394
+4,115
+44% +$197K ﹤0.01% 1056
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Waverly Advisors's OGE Position: Q2 2026 in Review

Waverly Advisors increased its OGE Energy (OGE) stake by 44% in Q2 2026, buying an estimated $197K and bringing the position to 13,394 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Waverly Advisors first reported a position in OGE in Q1 2025 and has held it in 6 quarters since. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Waverly Advisors held 13,394 shares of OGE Energy worth $652K as of Q2 2026.
  • Waverly Advisors bought 4,115 OGE Energy shares in Q2 2026, an estimated $197K.
  • OGE Energy made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1056 holding.
  • Waverly Advisors first reported a position in OGE Energy in Q1 2025 and has held it in 6 quarters since.
  • 644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.