CFG
OGE icon

Capstone Financial Group’s OGE Energy OGE Stock Holding History

Capstone Financial Group’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
Q3 		$27K Buy
846
+46
+6% +$1.45K 0.02% 143
2020
Q2 		$25K Hold
800
– – 0.02% 142
2020
Q1 		$25K Hold
800
– – 0.03% 127
2019
Q4 		$36K Buy
+800
New +$34.6K 0.03% 128

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

Capstone Financial Group's OGE Position: Q3 2020 in Review

Capstone Financial Group increased its OGE Energy (OGE) stake by 5.8% in Q3 2020, buying an estimated $1.45K and bringing the position to 846 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #143.

Capstone Financial Group first reported a position in OGE in Q4 2019 and has held it in 4 quarters since. The position peaked at $36K in Q4 2019. 432 funds tracked by Wall St. Rank hold OGE as of Q3 2020.

  • Capstone Financial Group held 846 shares of OGE Energy worth $27K as of Q3 2020.
  • Capstone Financial Group bought 46 OGE Energy shares in Q3 2020, an estimated $1.45K.
  • OGE Energy made up 0.02% of Capstone Financial Group's portfolio in Q3 2020, its #143 holding.
  • Capstone Financial Group first reported a position in OGE Energy in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's OGE Energy position peaked at $36K in Q4 2019.
  • 432 funds tracked by Wall St. Rank held OGE Energy as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.