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Atria Wealth Solutions’s OGE Energy OGE Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-40,698
Closed -$1.68M – 2022
2024
Q4 		$1.68M Buy
+40,698
New +$1.69M 0.02% 706

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atria Wealth Solutions's OGE Position: Q1 2025 in Review

Atria Wealth Solutions sold out of OGE Energy (OGE) in Q1 2025, closing a stake of 40,698 shares — an estimated $1.68M sold.

Atria Wealth Solutions first reported a position in OGE in Q4 2024 and held it in 1 quarter. The position peaked at $1.68M in Q4 2024. 550 funds tracked by Wall St. Rank hold OGE as of Q1 2025.

  • Atria Wealth Solutions reported no remaining OGE Energy position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 40,698 OGE Energy shares in Q1 2025, an estimated $1.68M.
  • Atria Wealth Solutions first reported a position in OGE Energy in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's OGE Energy position peaked at $1.68M in Q4 2024.
  • 550 funds tracked by Wall St. Rank held OGE Energy as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.