CAS
OGE icon

Coppell Advisory Solutions’s OGE Energy OGE Stock Holding History

Coppell Advisory Solutions’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
-1,735
Closed -$71.5K – 1366
2024
Q4 		$71.5K Sell
1,735
-19
-1% -$791 0.01% 497
2024
Q3 		$71.6K Buy
1,754
+19
+1% +$737 0.01% 458
2024
Q2 		$61.9K Buy
+1,735
New +$60.9K 0.01% 448
2023
Q4 		$16.8K Buy
+480
New +$16.6K ﹤0.01% 796

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

Coppell Advisory Solutions's OGE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of OGE Energy (OGE) in Q1 2025, closing a stake of 1,735 shares — an estimated $71.5K sold.

Coppell Advisory Solutions first reported a position in OGE in Q4 2023 and held it in 4 quarters. The position peaked at $71.6K in Q3 2024. 550 funds tracked by Wall St. Rank hold OGE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining OGE Energy position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,735 OGE Energy shares in Q1 2025, an estimated $71.5K.
  • Coppell Advisory Solutions first reported a position in OGE Energy in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's OGE Energy position peaked at $71.6K in Q3 2024.
  • 550 funds tracked by Wall St. Rank held OGE Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.