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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 $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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

B.O.S.S. Retirement Advisors's OGE Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of OGE Energy (OGE) in Q4 2024, closing a stake of 31,421 shares — an estimated $1.29M sold.

B.O.S.S. Retirement Advisors first reported a position in OGE in Q4 2022 and held it in 8 quarters. The position peaked at $1.93M in Q4 2022. 541 funds tracked by Wall St. Rank hold OGE as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining OGE Energy position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 31,421 OGE Energy shares in Q4 2024, an estimated $1.29M.
  • B.O.S.S. Retirement Advisors first reported a position in OGE Energy in Q4 2022 and held it in 8 quarters.
  • B.O.S.S. Retirement Advisors's OGE Energy position peaked at $1.93M in Q4 2022.
  • 541 funds tracked by Wall St. Rank held OGE Energy as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.