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Whipplewood Advisors’s OGE Energy OGE Stock Holding History

Whipplewood Advisors’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 		– Sell
-32
Closed -$1.53K – 924
2026
Q1 		$1.53K Buy
+32
New +$1.46K ﹤0.01% 818
2025
Q3 		– Sell
-70
Closed -$3.11K – 903
2025
Q2 		$3.11K Sell
70
-128
-65% -$5.68K ﹤0.01% 794
2025
Q1 		$3.22K Buy
198
+128
+183% +$5.57K ﹤0.01% 787
2024
Q4 		$2.89K Buy
+70
New +$2.91K ﹤0.01% 804

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Whipplewood Advisors's OGE Position: Q2 2026 in Review

Whipplewood Advisors sold out of OGE Energy (OGE) in Q2 2026, closing a stake of 32 shares — an estimated $1.53K sold.

Whipplewood Advisors first reported a position in OGE in Q4 2024 and held it in 4 quarters. The position peaked at $3.22K in Q1 2025. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

  • Whipplewood Advisors reported no remaining OGE Energy position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 32 OGE Energy shares in Q2 2026, an estimated $1.53K.
  • Whipplewood Advisors first reported a position in OGE Energy in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's OGE Energy position peaked at $3.22K in Q1 2025.
  • 644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.