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Cahill Financial Advisors’s OGE Energy OGE Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-206
Closed -$7K – 579
2021
Q3 		$7K Buy
+206
New +$7.11K ﹤0.01% 613

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cahill Financial Advisors's OGE Position: Q4 2021 in Review

Cahill Financial Advisors sold out of OGE Energy (OGE) in Q4 2021, closing a stake of 206 shares — an estimated $7K sold.

Cahill Financial Advisors first reported a position in OGE in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 459 funds tracked by Wall St. Rank hold OGE as of Q4 2021.

  • Cahill Financial Advisors reported no remaining OGE Energy position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 206 OGE Energy shares in Q4 2021, an estimated $7K.
  • Cahill Financial Advisors first reported a position in OGE Energy in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's OGE Energy position peaked at $7K in Q3 2021.
  • 459 funds tracked by Wall St. Rank held OGE Energy as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.