Filing Research | OGE - OGE ENERGY CORP Institutional Holdings

Snapshot holdings

50 / 136 loaded

#		Instrument	quantity
1	Tema ETFs LLC	Shares	672.7KSH	$32.7M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	331.6KSH	$16.1M
3	VISTA INVESTMENT PARTNERS LLC	Shares	133.2KSH	$6.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	108.3KSH	$4.8M
5	Police & Firemen's Retirement System of New Jersey	Shares	94.2KSH	$4.6M
6	GATEWAY INVESTMENT ADVISERS LLC	Shares	82.3KSH	$4.0M
7	JBR Co Financial Management Inc	Shares	63.3KSH	$3.1M
8	Louisiana State Employees Retirement System	Shares	60.4KSH	$2.9M
9	Hennion & Walsh Asset Management, Inc.	Shares	60.2KSH	$2.9M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	59.3KSH	$2.9M
11	Y-Intercept (Hong Kong) Ltd	Shares	54.3KSH	$2.6M
12	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	36.2KSH	$1.8M
13	BancFirst Trust & Investment Management	Shares	35.7KSH	$1.8M
14	TI-TRUST, INC	Shares	30.6KSH	$1.5M
15	QRG CAPITAL MANAGEMENT, INC.	Shares	24.8KSH	$1.2M
16	Merit Financial Group, LLC	Shares	24.0KSH	$1.2M
17	Farther Finance Advisors, LLC	Shares	23.1KSH	$1.1M
18	EXCHANGE TRADED CONCEPTS, LLC	Shares	21.3KSH	$1.0M
19	MOODY NATIONAL BANK TRUST DIVISION	Shares	20.8KSH	$1.0M
20	Kentucky Trust Co	Shares	20.7KSH	$1.0M
21	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	20.3KSH	$988.4K
22	Everhart Financial Group, Inc.	Shares	19.3KSH	$938.6K
23	Envestnet Portfolio Solutions, Inc.	Shares	18.7KSH	$908.1K
24	FIRST CITIZENS BANK & TRUST CO	Shares	18.3KSH	$890.2K
25	Oak Thistle LLC	Shares	18.1KSH	$883.1K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	17.0KSH	$821.4K
27	Sequoia Financial Advisors, LLC	Shares	15.9KSH	$775.2K
28	TECTONIC ADVISORS LLC	Shares	15.9KSH	$771.8K
29	Centennial Wealth Advisory LLC	Shares	15.6KSH	$757.1K
30	J.W. COLE ADVISORS, INC.	Shares	15.4KSH	$751.4K
31	SECURIAN ASSET MANAGEMENT, INC	Shares	15.3KSH	$743.4K
32	Linden Thomas Advisory Services, LLC	Shares	14.9KSH	$724.2K
33	IFM Investors Pty Ltd	Shares	14.7KSH	$716.9K
34	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	13.7KSH	$665.1K
35	Crossmark Global Holdings, Inc.	Shares	13.5KSH	$658.9K
36	Retirement Investment Advisors, Inc.	Shares	11.0KSH	$540.6K
37	CAPITAL ADVISORS INC/OK	Shares	11.0KSH	$534.2K
38	JOHNSON INVESTMENT COUNSEL INC	Shares	10.8KSH	$524.9K
39	Objective Capital Management, LLC	Shares	10.4KSH	$507.0K
40	TCP Asset Management, LLC	Shares	10.4KSH	$506.1K
41	BFSG, LLC	Shares	10.4KSH	$504.3K
42	PFG Investments, LLC	Shares	9.6KSH	$466.9K
43	GAMMA Investing LLC	Shares	9.4KSH	$459.1K
44	ROCKLAND TRUST CO	Shares	9.4KSH	$457.8K
45	NorthCrest Asset Manangement, LLC	Shares	9.5KSH	$457.2K
46	Bank & Trust Co	Shares	9.0KSH	$438.6K
47	M.E. ALLISON & CO., INC.	Shares	9.0KSH	$436.7K
48	Prospera Financial Services Inc	Shares	8.4KSH	$407.6K
49	Cadent Capital Advisors, LLC	Shares	7.5KSH	$366.4K
50	TCV Trust & Wealth Management, Inc.	Shares	7.1KSH	$346.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 141 loaded

#		Instrument
1	Tema ETFs LLC added	Shares	+346.3K	+$17.1M	$32.7M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+66.5K	+$2.8M	$4.8M
3	J.W. COLE ADVISORS, INC. new	Shares	+15.4K	+$751.4K	$751.4K
4	Merit Financial Group, LLC added	Shares	+12.8K	+$629.4K	$1.2M
5	NorthCrest Asset Manangement, LLC new	Shares	+9.5K	+$457.2K	$457.2K
6	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+7.5K	+$370.4K	$665.1K
7	Farther Finance Advisors, LLC added	Shares	+6.7K	+$332.8K	$1.1M
8	WADDELL & ASSOCIATES, LLC new	Shares	+6.7K	+$327.9K	$327.9K
9	Sequoia Financial Advisors, LLC added	Shares	+5.0K	+$251.8K	$775.2K
10	JBR Co Financial Management Inc trimmed	Shares	-3.0K	+$248.2K	$3.1M
11	Police & Firemen's Retirement System of New Jersey added	Shares	+3.7K	+$241.4K	$4.6M
12	IFP Advisors, Inc added	Shares	+4.8K	+$234.5K	$259.8K
13	Optas, LLC new	Shares	+4.6K	+$222.9K	$222.9K
14	MISSION WEALTH MANAGEMENT, LP new	Shares	+4.3K	+$209.3K	$209.3K
15	B. Riley Wealth Advisors, Inc. new	Shares	+4.1K	+$201.2K	$201.2K
16	QRG CAPITAL MANAGEMENT, INC. added	Shares	+3.3K	+$177.1K	$1.2M
17	Centennial Wealth Advisory LLC added	Shares	+2.3K	+$123.1K	$757.1K
18	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+1.1K	+$111.1K	$4.0M
19	VISTA INVESTMENT PARTNERS LLC trimmed	Shares	-214	+$83.0K	$6.5M
20	Louisiana State Employees Retirement System added	Shares	+800	+$80.6K	$2.9M
21	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1.1K	+$67.8K	$988.4K
22	GAMMA Investing LLC added	Shares	+1.1K	+$58.3K	$459.1K
23	PFG Investments, LLC added	Shares	+1.0K	+$56.5K	$466.9K
24	SPIRIT OF AMERICA MANAGEMENT CORP/NY new	Shares	+1.0K	+$48.7K	$48.7K
25	BancFirst Trust & Investment Management unchanged	Shares	0	+$47.5K	$1.8M
26	Versant Capital Management, Inc added	Shares	+867	+$44.9K	$233.6K
27	True Wealth Design, LLC added	Shares	+879	+$43.0K	$58.7K
28	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+470	+$37.4K	$1.0M
29	Oakworth Capital, Inc. new	Shares	+667	+$32.2K	$32.2K
30	TECTONIC ADVISORS LLC added	Shares	+310	+$26.0K	$771.8K
31	SJS Investment Consulting Inc. added	Shares	+486	+$24.2K	$62.8K
32	EverSource Wealth Advisors, LLC added	Shares	+407	+$22.3K	$193.6K
33	TI-TRUST, INC unchanged	Shares	0	+$21.4K	$1.5M
34	Spire Wealth Management added	Shares	+407	+$19.8K	$21.0K
35	SIGNATUREFD, LLC added	Shares	+321	+$17.7K	$159.4K
36	SECURIAN ASSET MANAGEMENT, INC added	Shares	+119	+$17.0K	$743.4K
37	ELEVATION WEALTH PARTNERS, LLC added	Shares	+341	+$16.7K	$21.1K
38	MOODY NATIONAL BANK TRUST DIVISION unchanged	Shares	0	+$14.5K	$1.0M
39	Linden Thomas Advisory Services, LLC trimmed	Shares	-15	+$9.7K	$724.2K
40	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$9.5K	$658.9K
41	Sachetta, LLC added	Shares	+174	+$8.5K	$11.7K
42	Fifth Third Wealth Advisors LLC added	Shares	+73	+$8.3K	$331.5K
43	Sowell Financial Services LLC added	Shares	+67	+$7.9K	$327.8K
44	CAPITAL ADVISORS INC/OK unchanged	Shares	0	+$7.7K	$534.2K
45	Objective Capital Management, LLC unchanged	Shares	0	+$7.3K	$507.0K
46	TCP Asset Management, LLC unchanged	Shares	0	+$7.3K	$506.1K
47	Cadent Capital Advisors, LLC added	Shares	+34	+$6.9K	$366.4K
48	Bank & Trust Co unchanged	Shares	0	+$6.3K	$438.6K
49	Activest Wealth Management added	Shares	+123	+$6.0K	$7.3K
50	Bogart Wealth, LLC added	Shares	+111	+$5.4K	$6.5K

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