BKM Wealth Management’s OGE Energy OGE Stock Holding History

BKM 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
2024 Q1	–	Sell	-160	Closed	-$5.59K	–	431
2023 Q4	$5.59K	Buy	+160	New	+$5.52K	﹤0.01%	508

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

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

CIA

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BKM Wealth Management's OGE Position: Q1 2024 in Review

BKM Wealth Management sold out of OGE Energy (OGE) in Q1 2024, closing a stake of 160 shares — an estimated $5.59K sold.

BKM Wealth Management first reported a position in OGE in Q4 2023 and held it in 1 quarter. The position peaked at $5.59K in Q4 2023. 483 funds tracked by Wall St. Rank hold OGE as of Q1 2024.

BKM Wealth Management reported no remaining OGE Energy position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 160 OGE Energy shares in Q1 2024, an estimated $5.59K.
BKM Wealth Management first reported a position in OGE Energy in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's OGE Energy position peaked at $5.59K in Q4 2023.
483 funds tracked by Wall St. Rank held OGE Energy as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.