Wealth Alliance Advisory Group’s OGE Energy OGE Stock Holding History

Wealth Alliance Advisory Group’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
2025 Q3	–	Sell	-4,776	Closed	-$212K	–	195
2025 Q2	$212K	Hold	4,776	–	–	0.04%	179
2025 Q1	$220K	Buy	+4,776	New	+$208K	0.05%	178
2022 Q3	–	Sell	-5,236	Closed	-$202K	–	165
2022 Q2	$202K	Buy	5,236 +150	+3%	+$5.96K	0.1%	132
2022 Q1	$207K	Buy	+5,086	New	+$193K	0.09%	143

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealth Alliance Advisory Group's OGE Position: Q3 2025 in Review

Wealth Alliance Advisory Group sold out of OGE Energy (OGE) in Q3 2025, closing a stake of 4,776 shares — an estimated $212K sold.

Wealth Alliance Advisory Group first reported a position in OGE in Q1 2022 and held it in 4 quarters. The position peaked at $220K in Q1 2025. 574 funds tracked by Wall St. Rank hold OGE as of Q3 2025.

Wealth Alliance Advisory Group reported no remaining OGE Energy position as of Q3 2025 after selling out during the quarter.
Wealth Alliance Advisory Group sold 4,776 OGE Energy shares in Q3 2025, an estimated $212K.
Wealth Alliance Advisory Group first reported a position in OGE Energy in Q1 2022 and held it in 4 quarters.
Wealth Alliance Advisory Group's OGE Energy position peaked at $220K in Q1 2025.
574 funds tracked by Wall St. Rank held OGE Energy as of Q3 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2025, filed 14 Oct 2025.