Western Wealth Management’s OGE Energy OGE Stock Holding History

Western Wealth Management’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 Q1	$230K	Sell	4,790 -332	-6%	-$15.2K	0.01%	877
2025 Q4	$219K	Buy	5,122 +4	+0.1%	+$178	0.01%	777
2025 Q3	$237K	Hold	5,118	–	–	0.01%	684
2025 Q2	$227K	Sell	5,118 -1,590	-24%	-$70.5K	0.01%	645
2025 Q1	$308K	Buy	6,708 +28	+0.4%	+$1.22K	0.02%	527
2024 Q4	$276K	Sell	6,680 -156	-2%	-$6.49K	0.02%	551
2024 Q3	$280K	Sell	6,836 -1,400	-17%	-$54.3K	0.02%	624
2024 Q2	$294K	Buy	8,236 +51	+0.6%	+$1.79K	0.02%	509
2024 Q1	$281K	Buy	+8,185	New	+$275K	0.02%	524
2022 Q2	–	Sell	-5,086	Closed	-$208K	–	831
2022 Q1	$208K	Buy	+5,086	New	+$193K	0.01%	785

Other funds holding OGE

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Western Wealth Management's OGE Position: Q1 2026 in Review

Western Wealth Management reduced its OGE Energy (OGE) stake by 6.5% in Q1 2026, selling an estimated $15.2K and leaving 4,790 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #877.

Western Wealth Management first reported a position in OGE in Q1 2022 and has held it in 10 quarters since. The position peaked at $308K in Q1 2025. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Western Wealth Management held 4,790 shares of OGE Energy worth $230K as of Q1 2026.
Western Wealth Management sold 332 OGE Energy shares in Q1 2026, an estimated $15.2K.
OGE Energy made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #877 holding.
Western Wealth Management first reported a position in OGE Energy in Q1 2022 and has held it in 10 quarters since.
Western Wealth Management's OGE Energy position peaked at $308K in Q1 2025.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.