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Wealthspire Advisors (New York)’s OGE Energy OGE Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-6,360
Closed -$294K – 2281
2025
Q3 		$294K Sell
6,360
-694
-10% -$31.1K ﹤0.01% 674
2025
Q2 		$313K Buy
7,054
+413
+6% +$18.3K ﹤0.01% 654
2025
Q1 		$305K Buy
6,641
+111
+2% +$4.83K ﹤0.01% 639
2024
Q4 		$269K Buy
6,530
+139
+2% +$5.79K ﹤0.01% 668
2024
Q3 		$262K Buy
6,391
+265
+4% +$10.3K ﹤0.01% 649
2024
Q2 		$219K Buy
6,126
+41
+0.7% +$1.44K ﹤0.01% 605
2024
Q1 		$209K Hold
6,085
– – ﹤0.01% 592
2023
Q4 		$213K Buy
+6,085
New +$210K ﹤0.01% 604
2022
Q1 		– Sell
-9,294
Closed -$357K – 517
2021
Q4 		$357K Buy
+9,294
New +$326K 0.01% 387

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s OGE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of OGE Energy (OGE) in Q4 2025, closing a stake of 6,360 shares — an estimated $294K sold.

Wealthspire Advisors (New York) first reported a position in OGE in Q4 2021 and held it in 9 quarters. The position peaked at $357K in Q4 2021. 581 funds tracked by Wall St. Rank hold OGE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining OGE Energy position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6,360 OGE Energy shares in Q4 2025, an estimated $294K.
  • Wealthspire Advisors (New York) first reported a position in OGE Energy in Q4 2021 and held it in 9 quarters.
  • Wealthspire Advisors (New York)'s OGE Energy position peaked at $357K in Q4 2021.
  • 581 funds tracked by Wall St. Rank held OGE Energy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.