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CFM Wealth Partners’s OGE Energy OGE Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-9,668
Closed -$293K – 366
2020
Q2 		$293K Sell
9,668
-252
-3% -$7.79K 0.11% 111
2020
Q1 		$305K Sell
9,920
-380
-4% -$15.4K 0.14% 102
2019
Q4 		$469K Buy
+10,300
New +$445K 0.17% 92

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

CFM Wealth Partners's OGE Position: Q3 2020 in Review

CFM Wealth Partners sold out of OGE Energy (OGE) in Q3 2020, closing a stake of 9,668 shares — an estimated $293K sold.

CFM Wealth Partners first reported a position in OGE in Q4 2019 and held it in 3 quarters. The position peaked at $469K in Q4 2019. 432 funds tracked by Wall St. Rank hold OGE as of Q3 2020.

  • CFM Wealth Partners reported no remaining OGE Energy position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 9,668 OGE Energy shares in Q3 2020, an estimated $293K.
  • CFM Wealth Partners first reported a position in OGE Energy in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's OGE Energy position peaked at $469K in Q4 2019.
  • 432 funds tracked by Wall St. Rank held OGE Energy as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.