Yousif Capital Management’s OGE Energy OGE Stock Holding History

Yousif Capital Management’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	$2.88M	Sell	59,272 -3,767	-6%	-$180K	0.03%	521
2026 Q1	$3.02M	Sell	63,039 -1,897	-3%	-$86.8K	0.04%	472
2025 Q4	$2.84M	Sell	64,936 -1,513	-2%	-$67.5K	0.03%	545
2025 Q3	$3.07M	Sell	66,449 -4,740	-7%	-$212K	0.03%	510
2025 Q2	$3.16M	Sell	71,189 -1,547	-2%	-$68.6K	0.03%	494
2025 Q1	$3.34M	Sell	72,736 -1,300	-2%	-$56.6K	0.04%	450
2024 Q4	$3.05M	Sell	74,036 -2,427	-3%	-$101K	0.03%	509
2024 Q3	$3.14M	Sell	76,463 -10,291	-12%	-$399K	0.03%	519
2024 Q2	$3.1M	Sell	86,754 -7,075	-8%	-$248K	0.04%	525
2024 Q1	$3.22M	Sell	93,829 -2,055	-2%	-$69K	0.04%	545
2023 Q4	$3.35M	Sell	95,884 -1,066	-1%	-$36.8K	0.04%	513
2023 Q3	$3.23M	Sell	96,950 -5,350	-5%	-$187K	0.04%	490
2023 Q2	$3.67M	Sell	102,300 -3,586	-3%	-$132K	0.04%	439
2023 Q1	$3.99M	Sell	105,886 -1,120	-1%	-$42.1K	0.05%	400
2022 Q4	$4.23M	Buy	107,006 +1,303	+1%	+$49.4K	0.06%	362
2022 Q3	$3.85M	Sell	105,703 -10,223	-9%	-$412K	0.05%	365
2022 Q2	$4.47M	Buy	115,926 +4,705	+4%	+$187K	0.06%	335
2022 Q1	$4.54M	Buy	111,221 +3,104	+3%	+$118K	0.05%	402
2021 Q4	$4.15M	Buy	+108,117	New	+$3.79M	0.04%	474

Other funds holding OGE

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Yousif Capital Management's OGE Position: Q2 2026 in Review

Yousif Capital Management reduced its OGE Energy (OGE) stake by 6% in Q2 2026, selling an estimated $180K and leaving 59,272 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #521.

Yousif Capital Management first reported a position in OGE in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.54M in Q1 2022. 220 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Yousif Capital Management held 59,272 shares of OGE Energy worth $2.88M as of Q2 2026.
Yousif Capital Management sold 3,767 OGE Energy shares in Q2 2026, an estimated $180K.
OGE Energy made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #521 holding.
Yousif Capital Management first reported a position in OGE Energy in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's OGE Energy position peaked at $4.54M in Q1 2022.
220 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.