Carmel Capital Partners’s OGE Energy OGE Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-301	Closed	-$10K	–	513
2023 Q3	$10K	Buy	+301	New	+$10.5K	﹤0.01%	453

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carmel Capital Partners's OGE Position: Q4 2023 in Review

Carmel Capital Partners sold out of OGE Energy (OGE) in Q4 2023, closing a stake of 301 shares — an estimated $10K sold.

Carmel Capital Partners first reported a position in OGE in Q3 2023 and held it in 1 quarter. The position peaked at $10K in Q3 2023. 473 funds tracked by Wall St. Rank hold OGE as of Q4 2023.

Carmel Capital Partners reported no remaining OGE Energy position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 301 OGE Energy shares in Q4 2023, an estimated $10K.
Carmel Capital Partners first reported a position in OGE Energy in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's OGE Energy position peaked at $10K in Q3 2023.
473 funds tracked by Wall St. Rank held OGE Energy as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.