Buckingham Strategic Wealth’s OGE Energy OGE Stock Holding History

Buckingham Strategic Wealth’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
2020 Q4	–	Sell	-10,870	Closed	-$326K	–	564
2020 Q3	$326K	Sell	10,870 -25	-0.2%	-$787	0.03%	350
2020 Q2	$331K	Sell	10,895 -4,022	-27%	-$124K	0.03%	296
2020 Q1	$458K	Buy	14,917 +3,610	+32%	+$146K	0.04%	264
2019 Q4	$503K	Sell	11,307 -1,024	-8%	-$44.2K	0.05%	245
2019 Q3	$560K	Sell	12,331 -4,536	-27%	-$197K	0.06%	214
2019 Q2	$718K	Buy	16,867 +4,803	+40%	+$203K	0.08%	192
2019 Q1	$520K	Buy	12,064 +1,069	+10%	+$44.3K	0.07%	216
2018 Q4	$431K	Hold	10,995	–	–	0.07%	207
2018 Q3	$399K	Hold	10,995	–	–	0.06%	226
2018 Q2	$387K	Sell	10,995 -21	-0.2%	-$706	0.06%	225
2018 Q1	$361K	Buy	+11,016	New	+$348K	0.07%	208

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Buckingham Strategic Wealth's OGE Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of OGE Energy (OGE) in Q4 2020, closing a stake of 10,870 shares — an estimated $326K sold.

Buckingham Strategic Wealth first reported a position in OGE in Q1 2018 and held it in 11 quarters. The position peaked at $718K in Q2 2019. 447 funds tracked by Wall St. Rank hold OGE as of Q4 2020.

Buckingham Strategic Wealth reported no remaining OGE Energy position as of Q4 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 10,870 OGE Energy shares in Q4 2020, an estimated $326K.
Buckingham Strategic Wealth first reported a position in OGE Energy in Q1 2018 and held it in 11 quarters.
Buckingham Strategic Wealth's OGE Energy position peaked at $718K in Q2 2019.
447 funds tracked by Wall St. Rank held OGE Energy as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.