Whittier Trust’s OGE Energy OGE Stock Holding History

Whittier Trust’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	$10.9K	Hold	225	–	–	﹤0.01%	1112
2025 Q4	$9.58K	Hold	225	–	–	﹤0.01%	1145
2025 Q3	$10.3K	Hold	225	–	–	﹤0.01%	1119
2025 Q2	$9.98K	Hold	225	–	–	﹤0.01%	1234
2025 Q1	$10.3K	Hold	225	–	–	﹤0.01%	1212
2024 Q4	$9.28K	Hold	225	–	–	﹤0.01%	1262
2024 Q3	$9.23K	Buy	+225	New	+$8.73K	﹤0.01%	1274
2023 Q4	–	Sell	-19	Closed	-$633	–	1624
2023 Q3	$633	Buy	+19	New	+$666	﹤0.01%	1557
2021 Q2	–	Sell	-2,000	Closed	-$65K	–	1546
2021 Q1	$65K	Buy	+2,000	New	+$63K	﹤0.01%	871
2020 Q1	–	Sell	-16	Closed	-$1K	–	1557
2019 Q4	$1K	Hold	16	–	–	﹤0.01%	1447
2019 Q3	$1K	Hold	16	–	–	﹤0.01%	1473
2019 Q2	$1K	Hold	16	–	–	﹤0.01%	1308
2019 Q1	$1K	Buy	+16	New	+$663	﹤0.01%	1319
2013 Q4	–	Sell	-12,850	Closed	-$464K	–	1093
2013 Q3	$464K	Hold	12,850	–	–	0.03%	340
2013 Q2	$438K	Buy	+12,850	New	+$447K	0.02%	335

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

Whittier Trust's OGE Position: Q1 2026 in Review

Whittier Trust held its OGE Energy (OGE) position steady in Q1 2026 at 225 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Whittier Trust first reported a position in OGE in Q2 2013 and has held it in 15 quarters since. The position peaked at $464K in Q3 2013. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Whittier Trust held 225 shares of OGE Energy worth $10.9K as of Q1 2026.
Whittier Trust left its OGE Energy share count unchanged in Q1 2026.
OGE Energy made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1112 holding.
Whittier Trust first reported a position in OGE Energy in Q2 2013 and has held it in 15 quarters since.
Whittier Trust's OGE Energy position peaked at $464K in Q3 2013.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.