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BOLTON SECURITIES CORPORATION’s OGE Energy OGE Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$179K Sell
3,942
-268
-6% -$12.6K 0.01% 920
2026
Q2 		$205K Sell
4,210
-189
-4% -$9.04K 0.01% 892
2026
Q1 		$211K Buy
+4,399
New +$201K 0.01% 794
2025
Q3 		$203K Buy
+4,385
New +$196K 0.01% 740
2025
Q1 		$225K Buy
+4,898
New +$213K 0.01% 665

Other funds holding OGE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.54B AUM 4.99% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's OGE Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its OGE Energy (OGE) stake by 6.4% in Q3 2026, selling an estimated $12.6K and leaving 3,942 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #920.

BOLTON SECURITIES CORPORATION first reported a position in OGE in Q1 2025 and has held it in 5 quarters since. The position peaked at $225K in Q1 2025. 428 funds tracked by Wall St. Rank hold OGE as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,942 shares of OGE Energy worth $179K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 268 OGE Energy shares in Q3 2026, an estimated $12.6K.
  • OGE Energy made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #920 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in OGE Energy in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's OGE Energy position peaked at $225K in Q1 2025.
  • 428 funds tracked by Wall St. Rank held OGE Energy as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.