Benjamin Edwards Inc’s OGE Energy OGE Stock Holding History

Benjamin Edwards Inc’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	-3,807	Closed	-$151K	–	742
2022 Q4	$151K	Buy	3,807 +28	+0.7%	+$1.06K	0.04%	298
2022 Q3	$138K	Buy	3,779 +22	+0.6%	+$888	0.04%	298
2022 Q2	$145K	Buy	3,757 +388	+12%	+$15.4K	0.04%	287
2022 Q1	$137K	Sell	3,369 -88	-3%	-$3.34K	0.04%	310
2021 Q4	$133K	Buy	3,457 +485	+16%	+$17K	0.04%	309
2021 Q3	$98K	Buy	2,972 +296	+11%	+$10.2K	0.06%	240
2021 Q2	$90K	Buy	2,676 +150	+6%	+$5.06K	0.06%	229
2021 Q1	$82K	Buy	2,526 +315	+14%	+$9.93K	0.06%	218
2020 Q4	$70K	Buy	2,211 +313	+16%	+$10.1K	0.05%	219
2020 Q3	$57K	Buy	1,898 +1,660	+697%	+$52.2K	0.05%	206
2020 Q2	$7K	Hold	238	–	–	0.01%	314
2020 Q1	$7K	Buy	+238	New	+$9.62K	0.01%	304

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Benjamin Edwards Inc's OGE Position: Q1 2023 in Review

Benjamin Edwards Inc sold out of OGE Energy (OGE) in Q1 2023, closing a stake of 3,807 shares — an estimated $151K sold.

Benjamin Edwards Inc first reported a position in OGE in Q1 2020 and held it in 12 quarters. The position peaked at $151K in Q4 2022. 463 funds tracked by Wall St. Rank hold OGE as of Q1 2023.

Benjamin Edwards Inc reported no remaining OGE Energy position as of Q1 2023 after selling out during the quarter.
Benjamin Edwards Inc sold 3,807 OGE Energy shares in Q1 2023, an estimated $151K.
Benjamin Edwards Inc first reported a position in OGE Energy in Q1 2020 and held it in 12 quarters.
Benjamin Edwards Inc's OGE Energy position peaked at $151K in Q4 2022.
463 funds tracked by Wall St. Rank held OGE Energy as of Q1 2023.

Based on Benjamin Edwards Inc's 13F filing for Q1 2023, filed 27 Apr 2023.