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

Align 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
2022
Q4 		$141K Buy
+3,873
New +$147K 0.12% 32

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Align Wealth Management's OGE Position: Q4 2022 in Review

Align Wealth Management opened a new position in OGE Energy (OGE) in Q4 2022: 3,873 shares worth $141K. The stake represents 0.12% of the portfolio and ranks #32 among its holdings.

488 funds tracked by Wall St. Rank hold OGE as of Q4 2022.

  • Align Wealth Management held 3,873 shares of OGE Energy worth $141K as of Q4 2022.
  • OGE Energy was a new Align Wealth Management position in Q4 2022.
  • OGE Energy made up 0.12% of Align Wealth Management's portfolio in Q4 2022, its #32 holding.
  • 488 funds tracked by Wall St. Rank held OGE Energy as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.