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Baystate Wealth Management’s OGE Energy OGE Stock Holding History

Baystate 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
2023
Q1 		– Sell
-19
Closed -$1K – 1064
2022
Q4 		$1K Buy
+19
New +$720 ﹤0.01% 886
2019
Q2 		– Sell
-90
Closed -$4K – 670
2019
Q1 		$4K Buy
+90
New +$3.73K ﹤0.01% 454

Other funds holding OGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Baystate Wealth Management's OGE Position: Q1 2023 in Review

Baystate Wealth Management sold out of OGE Energy (OGE) in Q1 2023, closing a stake of 19 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in OGE in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 463 funds tracked by Wall St. Rank hold OGE as of Q1 2023.

  • Baystate Wealth Management reported no remaining OGE Energy position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 19 OGE Energy shares in Q1 2023, an estimated $1K.
  • Baystate Wealth Management first reported a position in OGE Energy in Q1 2019 and held it in 2 quarters.
  • Baystate Wealth Management's OGE Energy position peaked at $4K in Q1 2019.
  • 463 funds tracked by Wall St. Rank held OGE Energy as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.