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Beach Investment Counsel’s OGE Energy OGE Stock Holding History

Beach Investment Counsel’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
-82
Closed -$3K – 186
2024
Q3 		$3K Hold
82
– – ﹤0.01% 216
2024
Q2 		$3K Buy
+82
New +$2.88K ﹤0.01% 225

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 $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 $113B AUM 38.87% 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 $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Beach Investment Counsel's OGE Position: Q4 2024 in Review

Beach Investment Counsel sold out of OGE Energy (OGE) in Q4 2024, closing a stake of 82 shares — an estimated $3K sold.

Beach Investment Counsel first reported a position in OGE in Q2 2024 and held it in 2 quarters. The position peaked at $3K in Q3 2024. 541 funds tracked by Wall St. Rank hold OGE as of Q4 2024.

  • Beach Investment Counsel reported no remaining OGE Energy position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 82 OGE Energy shares in Q4 2024, an estimated $3K.
  • Beach Investment Counsel first reported a position in OGE Energy in Q2 2024 and held it in 2 quarters.
  • Beach Investment Counsel's OGE Energy position peaked at $3K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held OGE Energy as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.