Y-Intercept (HK)’s OGE Energy OGE Stock Holding History

Y-Intercept (HK)’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	$1.4M	Sell	30,914 -23,365	-43%	-$1.1M	0.03%	810
2026 Q2	$2.64M	Sell	54,279 -24,725	-31%	-$1.18M	0.05%	547
2026 Q1	$3.79M	Sell	79,004 -24,784	-24%	-$1.13M	0.07%	434
2025 Q4	$4.43M	Buy	103,788 +35,448	+52%	+$1.58M	0.1%	270
2025 Q3	$3.16M	Buy	68,340 +36,595	+115%	+$1.64M	0.08%	382
2025 Q2	$1.41M	Buy	31,745 +24,997	+370%	+$1.11M	0.03%	771
2025 Q1	$310K	Buy	+6,748	New	+$294K	0.02%	892
2024 Q4	–	Sell	-14,133	Closed	-$580K	–	1522
2024 Q3	$580K	Buy	+14,133	New	+$548K	0.04%	714
2023 Q1	–	Sell	-17,363	Closed	-$687K	–	1434
2022 Q4	$687K	Buy	+17,363	New	+$658K	0.1%	315
2022 Q2	–	Sell	-10,350	Closed	-$422K	–	1097
2022 Q1	$422K	Buy	+10,350	New	+$392K	0.1%	333

Other funds holding OGE

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Y-Intercept (HK)'s OGE Position: Q3 2026 in Review

Y-Intercept (HK) reduced its OGE Energy (OGE) stake by 43% in Q3 2026, selling an estimated $1.1M and leaving 30,914 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #810.

Y-Intercept (HK) first reported a position in OGE in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.43M in Q4 2025. 374 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

Y-Intercept (HK) held 30,914 shares of OGE Energy worth $1.4M as of Q3 2026.
Y-Intercept (HK) sold 23,365 OGE Energy shares in Q3 2026, an estimated $1.1M.
OGE Energy made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #810 holding.
Y-Intercept (HK) first reported a position in OGE Energy in Q1 2022 and has held it in 10 quarters since.
Y-Intercept (HK)'s OGE Energy position peaked at $4.43M in Q4 2025.
374 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.