Wealth Enhancement Advisory Services
OGE icon

Wealth Enhancement Advisory Services’s OGE Energy OGE Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.81M Buy
108,319
+66,494
+159% +$3.18M 0.01% 1034
2026
Q1 		$2.04M Sell
41,825
-3,197
-7% -$146K ﹤0.01% 1384
2025
Q4 		$1.92M Buy
45,022
+593
+1% +$26.4K ﹤0.01% 1536
2025
Q3 		$2.04M Buy
44,429
+1,077
+2% +$48.2K ﹤0.01% 1423
2025
Q2 		$1.93M Buy
43,352
+12,430
+40% +$551K ﹤0.01% 1371
2025
Q1 		$1.42M Buy
30,922
+5,043
+19% +$219K ﹤0.01% 1419
2024
Q4 		$1.07M Buy
25,879
+10,901
+73% +$454K ﹤0.01% 1503
2024
Q3 		$614K Buy
14,978
+1,404
+10% +$54.5K ﹤0.01% 1679
2024
Q2 		$485K Buy
13,574
+4,229
+45% +$148K ﹤0.01% 1665
2024
Q1 		$321K Buy
9,345
+663
+8% +$22.3K ﹤0.01% 1878
2023
Q4 		$303K Sell
8,682
-905
-9% -$31.2K ﹤0.01% 1802
2023
Q3 		$320K Sell
9,587
-20,394
-68% -$715K ﹤0.01% 1705
2023
Q2 		$1.08M Buy
+29,981
New +$1.1M 0.01% 256

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TE
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VIP
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JCFM
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HWAM
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YIH
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QCM
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MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return