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OGE Energy

550 hedge funds and large institutions have $6.78B invested in OGE Energy in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 183 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

30% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 57

13% more capital invested

Capital invested by funds: $6.03B → $6.78B (+$756M)

2% more funds holding

Funds holding: 541550 (+9)

8% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 169

0.59% more ownership

Funds ownership: 72.72%73.31% (+0.59%)

3% less call options, than puts

Call options by funds: $3.48M | Put options by funds: $3.58M

Holders
550
Holders Change
+9
Holders Change %
+1.66%
% of All Funds
7.37%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
74
Increased
183
Reduced
169
Closed
57
Calls
$3.48M
Puts
$3.58M
Net Calls
-$97K
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
351
Sowell Financial Services
Arkansas
$305K +$288K +6,626 New
NP
352
NorthRock Partners
Minnesota
$304K -$8.96K -206 -3%
FBT
353
First Bank & Trust
South Dakota
$304K
MSFP
354
Mark Sheptoff Financial Planning
Connecticut
$303K
ARG
355
Advisory Resource Group
Oklahoma
$302K
BCI
356
Brinker Capital Investments
Pennsylvania
$300K +$36.7K +843 +15%
OPS
357
Orion Portfolio Solutions
Nebraska
$300K +$36.7K +843 +15%
OPCM
358
Osborne Partners Capital Management
California
$299K
PWAM
359
Pinnacle West Asset Management
Wyoming
$296K
FTWA
360
Fifth Third Wealth Advisors
Ohio
$293K +$1.04K +24 +0.4%
WF
361
Warner Financial
Maryland
$290K
PI
362
PFG Investments
New York
$290K -$8.92K -205 -3%
UCFA
363
United Capital Financial Advisors
Texas
$285K -$3.57K -82 -1%
CIBC Asset Management
364
CIBC Asset Management
Ontario, Canada
$284K +$5.92K +136 +2%
WS
365
Wedbush Securities
California
$280K +$2.48K +57 +0.9%
WIA
366
World Investment Advisors
California
$279K +$51.3K +1,179 +24%
IWC
367
Integrated Wealth Concepts
Massachusetts
$279K -$64.6K -1,485 -20%
HI
368
Hendershot Investments
Virginia
$276K
SAM
369
Shell Asset Management
Netherlands
$273K -$290K -6,666 -53%
AWM
370
Accel Wealth Management
Iowa
$273K +$87 +2 +0%
HWM
371
HB Wealth Management
Georgia
$270K +$15.7K +361 +7%
VA
372
Vident Advisory
Georgia
$264K +$250K +5,744 New
ECM
373
Everence Capital Management
Indiana
$263K
GHA
374
GW Henssler & Associates
Georgia
$263K -$2.87K -66 -1%
CSA
375
Cornerstone Select Advisors
Missouri
$260K -$5.53K -127 -2%

OGE Hedge Fund Activity: Q1 2025 in Review

550 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in OGE Energy (OGE) for Q1 2025, worth a combined $6.78B — up 13% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new OGE positions and 57 closed out — a net gain of 17 holders — while 183 added to existing stakes and 169 trimmed.

The largest buyer was Boston Partners, adding an estimated $53.1M. The largest seller was Cohen & Steers, exiting entirely with an estimated $43.6M sold.

  • 550 institutional investors held OGE Energy (OGE) as of Q1 2025, up from 541 in Q4 2024.
  • Funds reported $6.78B of OGE Energy stock for Q1 2025, up 13% quarter-over-quarter.
  • 74 funds opened new OGE Energy positions in Q1 2025 and 57 closed out, a net change of +17 holders.
  • The largest OGE Energy buyer in Q1 2025 was Boston Partners, an estimated $53.1M added.
  • The largest OGE Energy seller in Q1 2025 was Cohen & Steers, an estimated $43.6M sold.

Based on aggregated 13F filings for Q1 2025.