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Capital Performance Advisors’s OGE Energy OGE Stock Holding History

Capital Performance 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
Q4 		– Sell
-431
Closed -$17.7K – 1864
2024
Q3 		$17.7K Buy
+431
New +$16.7K 0.01% 647

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Capital Performance Advisors's OGE Position: Q4 2024 in Review

Capital Performance Advisors sold out of OGE Energy (OGE) in Q4 2024, closing a stake of 431 shares — an estimated $17.7K sold.

Capital Performance Advisors first reported a position in OGE in Q3 2024 and held it in 1 quarter. The position peaked at $17.7K in Q3 2024. 541 funds tracked by Wall St. Rank hold OGE as of Q4 2024.

  • Capital Performance Advisors reported no remaining OGE Energy position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 431 OGE Energy shares in Q4 2024, an estimated $17.7K.
  • Capital Performance Advisors first reported a position in OGE Energy in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's OGE Energy position peaked at $17.7K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held OGE Energy as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.