Aveo Capital Partners’s OGE Energy OGE Stock Holding History

Aveo Capital Partners’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	-6,387	Closed	-$253K	–	363
2022 Q4	$253K	Buy	+6,387	New	+$242K	0.04%	276

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Aveo Capital Partners's OGE Position: Q1 2023 in Review

Aveo Capital Partners sold out of OGE Energy (OGE) in Q1 2023, closing a stake of 6,387 shares — an estimated $253K sold.

Aveo Capital Partners first reported a position in OGE in Q4 2022 and held it in 1 quarter. The position peaked at $253K in Q4 2022. 463 funds tracked by Wall St. Rank hold OGE as of Q1 2023.

Aveo Capital Partners reported no remaining OGE Energy position as of Q1 2023 after selling out during the quarter.
Aveo Capital Partners sold 6,387 OGE Energy shares in Q1 2023, an estimated $253K.
Aveo Capital Partners first reported a position in OGE Energy in Q4 2022 and held it in 1 quarter.
Aveo Capital Partners's OGE Energy position peaked at $253K in Q4 2022.
463 funds tracked by Wall St. Rank held OGE Energy as of Q1 2023.

Based on Aveo Capital Partners's 13F filing for Q1 2023, filed 3 May 2023.