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 Q3	$6.61M	Buy	158,167 +49,848	+46%	+$2.35M	0.01%	934
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

Other funds holding OGE

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

OCM

Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services's OGE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its OGE Energy (OGE) stake by 46% in Q3 2026, buying an estimated $2.35M and bringing the position to 158,167 shares worth $6.61M. The position accounts for 0.01% of the portfolio, ranked #934.

Wealth Enhancement Advisory Services first reported a position in OGE in Q2 2023 and has held it in 14 quarters since. 42 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

Wealth Enhancement Advisory Services held 158,167 shares of OGE Energy worth $6.61M as of Q3 2026.
Wealth Enhancement Advisory Services bought 49,848 OGE Energy shares in Q3 2026, an estimated $2.35M.
OGE Energy made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #934 holding.
Wealth Enhancement Advisory Services first reported a position in OGE Energy in Q2 2023 and has held it in 14 quarters since.
42 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.