CWM
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Compass Wealth Management’s OGE Energy OGE Stock Holding History

Compass Wealth Management’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
Q2 		– Sell
-1,350
Closed -$62K – 329
2025
Q1 		$62K Hold
1,350
– – 0.02% 225
2024
Q4 		$55.7K Hold
1,350
– – 0.01% 234
2024
Q3 		$55.4K Hold
1,350
– – 0.01% 241
2024
Q2 		$48.2K Hold
1,350
– – 0.01% 250
2024
Q1 		$46.3K Hold
1,350
– – 0.01% 255
2023
Q4 		$47.2K Hold
1,350
– – 0.01% 251
2023
Q3 		$45K Sell
1,350
-600
-31% -$21K 0.01% 242
2023
Q2 		$70K Buy
1,950
+300
+18% +$11K 0.02% 215
2023
Q1 		$62.1K Hold
1,650
– – 0.02% 220
2022
Q4 		$65.3K Buy
+1,650
New +$62.6K 0.02% 210

Other funds holding OGE

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return