Crewe Advisors’s OGE Energy OGE Stock Holding History

Crewe Advisors’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 Q1	–	Sell	-13	Closed	-$514	–	973
2022 Q4	$514	Buy	+13	New	+$493	﹤0.01%	969

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Crewe Advisors's OGE Position: Q1 2023 in Review

Crewe Advisors sold out of OGE Energy (OGE) in Q1 2023, closing a stake of 13 shares — an estimated $514 sold.

Crewe Advisors first reported a position in OGE in Q4 2022 and held it in 1 quarter. The position peaked at $514 in Q4 2022. 463 funds tracked by Wall St. Rank hold OGE as of Q1 2023.

Crewe Advisors reported no remaining OGE Energy position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 13 OGE Energy shares in Q1 2023, an estimated $514.
Crewe Advisors first reported a position in OGE Energy in Q4 2022 and held it in 1 quarter.
Crewe Advisors's OGE Energy position peaked at $514 in Q4 2022.
463 funds tracked by Wall St. Rank held OGE Energy as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.