Baron Financial Group’s OGE Energy OGE Stock Holding History

Baron Financial Group’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
2022 Q3	–	Sell	-675	Closed	-$26K	–	149
2022 Q2	$26K	Hold	675	–	–	0.02%	113
2022 Q1	$27.5K	Hold	675	–	–	0.02%	123
2021 Q4	$25.9K	Hold	675	–	–	0.01%	127
2021 Q3	$22.2K	Hold	675	–	–	0.01%	134
2021 Q2	$22.7K	Hold	675	–	–	0.01%	136
2021 Q1	$21.8K	Hold	675	–	–	0.02%	135
2020 Q4	$21.5K	Hold	675	–	–	0.02%	134
2020 Q3	$20.2K	Buy	+675	New	+$21.2K	0.02%	132

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baron Financial Group's OGE Position: Q3 2022 in Review

Baron Financial Group sold out of OGE Energy (OGE) in Q3 2022, closing a stake of 675 shares — an estimated $26K sold.

Baron Financial Group first reported a position in OGE in Q3 2020 and held it in 8 quarters. The position peaked at $27.5K in Q1 2022. 446 funds tracked by Wall St. Rank hold OGE as of Q3 2022.

Baron Financial Group reported no remaining OGE Energy position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 675 OGE Energy shares in Q3 2022, an estimated $26K.
Baron Financial Group first reported a position in OGE Energy in Q3 2020 and held it in 8 quarters.
Baron Financial Group's OGE Energy position peaked at $27.5K in Q1 2022.
446 funds tracked by Wall St. Rank held OGE Energy as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.