BWA
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Burt Wealth Advisors’s OGE Energy OGE Stock Holding History

Burt Wealth Advisors’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
Q2 		– Sell
-6,009
Closed -$206K – 120
2024
Q1 		$206K Buy
+6,009
New +$202K 0.05% 117
2016
Q3 		– Sell
-663
Closed -$21K – 421
2016
Q2 		$21K Hold
663
– – 0.02% 214
2016
Q1 		$19K Hold
663
– – 0.02% 251
2015
Q4 		$17K Hold
663
– – 0.01% 224
2015
Q3 		$18K Hold
663
– – 0.02% 192
2015
Q2 		$19K Hold
663
– – 0.02% 210
2015
Q1 		$21K Hold
663
– – 0.02% 191
2014
Q4 		$24K Buy
+663
New +$23.9K 0.03% 179

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return