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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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $153B AUM 38.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Burt Wealth Advisors's OGE Position: Q2 2024 in Review

Burt Wealth Advisors sold out of OGE Energy (OGE) in Q2 2024, closing a stake of 6,009 shares — an estimated $206K sold.

Burt Wealth Advisors first reported a position in OGE in Q4 2014 and held it in 8 quarters. The position peaked at $206K in Q1 2024. 462 funds tracked by Wall St. Rank hold OGE as of Q2 2024.

  • Burt Wealth Advisors reported no remaining OGE Energy position as of Q2 2024 after selling out during the quarter.
  • Burt Wealth Advisors sold 6,009 OGE Energy shares in Q2 2024, an estimated $206K.
  • Burt Wealth Advisors first reported a position in OGE Energy in Q4 2014 and held it in 8 quarters.
  • Burt Wealth Advisors's OGE Energy position peaked at $206K in Q1 2024.
  • 462 funds tracked by Wall St. Rank held OGE Energy as of Q2 2024.

Based on Burt Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.