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Castleview Partners’s OGE Energy OGE Stock Holding History

Castleview 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
2025
Q1 		– Sell
-548
Closed -$22.6K – 437
2024
Q4 		$22.6K Hold
548
– – 0.01% 453
2024
Q3 		$22.5K Hold
548
– – 0.01% 430
2024
Q2 		$19.6K Hold
548
– – 0.01% 444
2024
Q1 		$18.8K Hold
548
– – 0.01% 472
2023
Q4 		$19.1K Hold
548
– – 0.01% 442
2023
Q3 		$18.3K Hold
548
– – 0.02% 371
2023
Q2 		$19.7K Hold
548
– – 0.02% 358
2023
Q1 		$20.6K Hold
548
– – 0.02% 346
2022
Q4 		$21.7K Buy
+548
New +$20.8K 0.02% 292

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Castleview Partners's OGE Position: Q1 2025 in Review

Castleview Partners sold out of OGE Energy (OGE) in Q1 2025, closing a stake of 548 shares — an estimated $22.6K sold.

Castleview Partners first reported a position in OGE in Q4 2022 and held it in 9 quarters. The position peaked at $22.6K in Q4 2024. 550 funds tracked by Wall St. Rank hold OGE as of Q1 2025.

  • Castleview Partners reported no remaining OGE Energy position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 548 OGE Energy shares in Q1 2025, an estimated $22.6K.
  • Castleview Partners first reported a position in OGE Energy in Q4 2022 and held it in 9 quarters.
  • Castleview Partners's OGE Energy position peaked at $22.6K in Q4 2024.
  • 550 funds tracked by Wall St. Rank held OGE Energy as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.