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James T. Borello RIA’s OGE Energy OGE Stock Holding History

James T. Borello RIA’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 		$5.09K Buy
112
+35
+45% +$1.65K ﹤0.01% 777
2026
Q2 		$3.75K Hold
77
– – ﹤0.01% 852
2026
Q1 		$3.69K Buy
77
+75
+3,750% +$3.43K ﹤0.01% 835
2025
Q4 		$85 Sell
2
-1
-33% -$45 ﹤0.01% 1100
2025
Q3 		$139 Buy
+3
New +$134 ﹤0.01% 943

Other funds holding OGE

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Gateway Investment Advisers
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
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

James T. Borello RIA's OGE Position: Q3 2026 in Review

James T. Borello RIA increased its OGE Energy (OGE) stake by 45% in Q3 2026, buying an estimated $1.65K and bringing the position to 112 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

James T. Borello RIA first reported a position in OGE in Q3 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

  • James T. Borello RIA held 112 shares of OGE Energy worth $5.09K as of Q3 2026.
  • James T. Borello RIA bought 35 OGE Energy shares in Q3 2026, an estimated $1.65K.
  • OGE Energy made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #777 holding.
  • James T. Borello RIA first reported a position in OGE Energy in Q3 2025 and has held it in 5 quarters since.
  • 95 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.