CWP
OGE icon

Concord Wealth Partners’s OGE Energy OGE Stock Holding History

Concord 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
2023
Q4 		– Sell
-103
Closed -$3.43K – 957
2023
Q3 		$3.43K Hold
103
– – ﹤0.01% 778
2023
Q2 		$3.7K Buy
+103
New +$3.79K ﹤0.01% 766
2023
Q1 		– Sell
-103
Closed -$4.07K – 1154
2022
Q4 		$4.07K Buy
+103
New +$3.91K ﹤0.01% 811
2022
Q3 		– Sell
-103
Closed -$4K – 807
2022
Q2 		$4K Buy
+103
New +$4.09K ﹤0.01% 881
2021
Q1 		– Sell
-400
Closed -$13K – 1047
2020
Q4 		$13K Buy
+400
New +$12.9K 0.01% 348

Other funds holding OGE

BlackRock
BlackRock New York $5.72T 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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return