Centennial Wealth Advisory LLC OGE OGE ENERGY CORP

Ownership history in Centennial Wealth Advisory LLC  ·  17 quarters on record

AI Ownership Summary

Centennial Wealth Advisory LLC reported OGE ENERGY CORP (OGE) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.19% in 2025 Q1. The latest visible filing shows OGE at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OGE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Centennial Wealth Advisory LLC's position in OGE ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OGE was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Centennial Wealth Advisory LLC held OGE — position size vs. price
% of Fund (quarterly)    OGE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 15,558 +2,340 +17.7% 0.16% $757K 2026-07-13 $48.99
2026 Q1 ADDED 13,218 +699 +5.6% 0.15% $634K 2026-04-20 $46.89
2025 Q4 ADDED 12,519 +417 +3.4% 0.14% $535K 2026-01-14 $42.73
2025 Q3 ADDED 12,102 +507 +4.4% 0.16% $560K 2025-10-22 $45.20
2025 Q2 ADDED 11,595 +134 +1.2% 0.16% $515K 2025-07-17 $42.52
2025 Q1 ADDED 11,461 +2,634 +29.8% 0.19% $527K 2025-04-21 $42.11
2024 Q4 ADDED 8,827 +707 +8.7% 0.14% $364K 2025-01-27 $40.37
2024 Q3 ADDED 8,120 +300 +3.8% 0.13% $333K 2024-10-30 $37.15
2024 Q2 ADDED 7,820 +159 +2.1% 0.12% $279K 2024-07-22 $34.63
2024 Q1 REDUCED 7,661 -155 -2.0% 0.12% $263K 2024-04-22 $31.16
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Centennial Wealth Advisory LLC and OGE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Centennial Wealth Advisory LLC reported owning OGE?

Centennial Wealth Advisory LLC reported OGE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported OGE position in Centennial Wealth Advisory LLC's portfolio?

The largest reported portfolio weight for OGE was 0.19% in 2025 Q1.

What is the latest reported OGE position on this page?

The most recent filing on this page is 2026 Q2, when Centennial Wealth Advisory LLC reported 15,558 shares, equal to 0.16% of portfolio, with an estimated market value of $757K.

What does the chart on this OGE ownership page compare?

The chart compares Centennial Wealth Advisory LLC's quarterly OGE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Centennial Wealth Advisory LLC time their OGE position?

Based on 13F filing dates vs. subsequent OGE price moves, Centennial Wealth Advisory LLC correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on OGE relative to SPY over the holding period was -7.7%.

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