AWM
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Accurate Wealth Management’s OGE Energy OGE Stock Holding History

Accurate Wealth 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
2023
Q1 		– Sell
-451
Closed -$17.9K – 1022
2022
Q4 		$17.9K Buy
+451
New +$17.1K 0.01% 714

Other funds holding OGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Accurate Wealth Management's OGE Position: Q1 2023 in Review

Accurate Wealth Management sold out of OGE Energy (OGE) in Q1 2023, closing a stake of 451 shares — an estimated $17.9K sold.

Accurate Wealth Management first reported a position in OGE in Q4 2022 and held it in 1 quarter. The position peaked at $17.9K in Q4 2022. 463 funds tracked by Wall St. Rank hold OGE as of Q1 2023.

  • Accurate Wealth Management reported no remaining OGE Energy position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 451 OGE Energy shares in Q1 2023, an estimated $17.9K.
  • Accurate Wealth Management first reported a position in OGE Energy in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's OGE Energy position peaked at $17.9K in Q4 2022.
  • 463 funds tracked by Wall St. Rank held OGE Energy as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.