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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
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return