AWM
OGE icon

Avondale Wealth Management’s OGE Energy OGE Stock Holding History

Avondale 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
2021
Q1 		– Sell
-3,200
Closed -$102K – 104
2020
Q4 		$102K Buy
+3,200
New +$103K 0.12% 33

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 $3.38T AUM 44.17% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avondale Wealth Management's OGE Position: Q1 2021 in Review

Avondale Wealth Management sold out of OGE Energy (OGE) in Q1 2021, closing a stake of 3,200 shares — an estimated $102K sold.

Avondale Wealth Management first reported a position in OGE in Q4 2020 and held it in 1 quarter. The position peaked at $102K in Q4 2020. 440 funds tracked by Wall St. Rank hold OGE as of Q1 2021.

  • Avondale Wealth Management reported no remaining OGE Energy position as of Q1 2021 after selling out during the quarter.
  • Avondale Wealth Management sold 3,200 OGE Energy shares in Q1 2021, an estimated $102K.
  • Avondale Wealth Management first reported a position in OGE Energy in Q4 2020 and held it in 1 quarter.
  • Avondale Wealth Management's OGE Energy position peaked at $102K in Q4 2020.
  • 440 funds tracked by Wall St. Rank held OGE Energy as of Q1 2021.

Based on Avondale Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.