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CSat Investment Advisory’s OGE Energy OGE Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-786
Closed -$24K – 815
2020
Q3 		$24K Buy
786
+100
+15% +$3.15K ﹤0.01% 817
2020
Q2 		$21K Buy
686
+124
+22% +$3.83K ﹤0.01% 820
2020
Q1 		$17K Buy
562
+97
+21% +$3.92K ﹤0.01% 761
2019
Q4 		$21K Buy
465
+43
+10% +$1.86K 0.01% 772
2019
Q3 		$19K Buy
422
+83
+24% +$3.6K 0.01% 726
2019
Q2 		$14K Buy
+339
New +$14.4K ﹤0.01% 778

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CSat Investment Advisory's OGE Position: Q4 2020 in Review

CSat Investment Advisory sold out of OGE Energy (OGE) in Q4 2020, closing a stake of 786 shares — an estimated $24K sold.

CSat Investment Advisory first reported a position in OGE in Q2 2019 and held it in 6 quarters. The position peaked at $24K in Q3 2020. 447 funds tracked by Wall St. Rank hold OGE as of Q4 2020.

  • CSat Investment Advisory reported no remaining OGE Energy position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 786 OGE Energy shares in Q4 2020, an estimated $24K.
  • CSat Investment Advisory first reported a position in OGE Energy in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's OGE Energy position peaked at $24K in Q3 2020.
  • 447 funds tracked by Wall St. Rank held OGE Energy as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.