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Avior Wealth Management’s OGE Energy OGE Stock Holding History

Avior 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
2025
Q1 		– Sell
-2,075
Closed -$85.6K – 1817
2024
Q4 		$85.6K Hold
2,075
– – ﹤0.01% 950
2024
Q3 		$85.1K Sell
2,075
-320
-13% -$12.4K ﹤0.01% 933
2024
Q2 		$85.5K Sell
2,395
-535
-18% -$18.8K ﹤0.01% 911
2024
Q1 		$100K Buy
2,930
+1,572
+116% +$52.8K ﹤0.01% 962
2023
Q4 		$47.4K Sell
1,358
-108
-7% -$3.73K ﹤0.01% 737
2023
Q3 		$48.9K Buy
1,466
+1,248
+572% +$43.7K ﹤0.01% 764
2023
Q2 		$7.83K Hold
218
– – ﹤0.01% 1065
2023
Q1 		$8.21K Buy
+218
New +$8.2K ﹤0.01% 1087
2021
Q4 		– Sell
-566
Closed -$18K – 1177
2021
Q3 		$18K Buy
566
+6
+1% +$207 ﹤0.01% 692
2021
Q2 		$18K Buy
560
+14
+3% +$472 ﹤0.01% 661
2021
Q1 		$17K Buy
546
+8
+1% +$252 ﹤0.01% 672
2020
Q4 		$17K Buy
538
+106
+25% +$3.42K ﹤0.01% 638
2020
Q3 		$12K Buy
432
+5
+1% +$157 ﹤0.01% 661
2020
Q2 		$12K Buy
427
+6
+1% +$185 ﹤0.01% 645
2020
Q1 		$12K Buy
421
+3
+0.7% +$121 ﹤0.01% 559
2019
Q4 		$18K Buy
418
+4
+1% +$173 ﹤0.01% 539
2019
Q3 		$18K Buy
414
+3
+0.7% +$130 ﹤0.01% 534
2019
Q2 		$18K Buy
411
+4
+1% +$169 ﹤0.01% 540
2019
Q1 		$17K Buy
407
+3
+0.7% +$124 ﹤0.01% 501
2018
Q4 		$15K Buy
404
+4
+1% +$154 ﹤0.01% 548
2018
Q3 		$15K Buy
+400
New +$14.6K ﹤0.01% 557

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

Avior Wealth Management's OGE Position: Q1 2025 in Review

Avior Wealth Management sold out of OGE Energy (OGE) in Q1 2025, closing a stake of 2,075 shares — an estimated $85.6K sold.

Avior Wealth Management first reported a position in OGE in Q3 2018 and held it in 21 quarters. The position peaked at $100K in Q1 2024. 550 funds tracked by Wall St. Rank hold OGE as of Q1 2025.

  • Avior Wealth Management reported no remaining OGE Energy position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,075 OGE Energy shares in Q1 2025, an estimated $85.6K.
  • Avior Wealth Management first reported a position in OGE Energy in Q3 2018 and held it in 21 quarters.
  • Avior Wealth Management's OGE Energy position peaked at $100K in Q1 2024.
  • 550 funds tracked by Wall St. Rank held OGE Energy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.