BOSSRA
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B.O.S.S. Retirement Advisors’s OGE Energy OGE Stock Holding History

B.O.S.S. Retirement Advisors’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
2024
Q4 		– Sell
-31,421
Closed -$1.29M – 267
2024
Q3 		$1.29M Buy
31,421
+868
+3% +$33.7K 0.26% 100
2024
Q2 		$1.09M Sell
30,553
-733
-2% -$25.7K 0.28% 96
2024
Q1 		$1.09M Sell
31,286
-3,715
-11% -$125K 0.42% 91
2023
Q4 		$1.22M Sell
35,001
-5,245
-13% -$181K 0.24% 141
2023
Q3 		$1.34M Sell
40,246
-3,628
-8% -$127K 0.29% 136
2023
Q2 		$1.58M Sell
43,874
-5,287
-11% -$195K 0.34% 118
2023
Q1 		$1.85M Buy
49,161
+383
+0.8% +$14.4K 0.44% 91
2022
Q4 		$1.93M Buy
+48,778
New +$1.85M 0.49% 72

Other funds holding OGE

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return