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Elmwood Wealth Management’s OGE Energy OGE Stock Holding History

Elmwood 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
2021
Q2 		$30K Buy
+900
New +$30.3K 0.02% 194

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Elmwood Wealth Management's OGE Position: Q2 2021 in Review

Elmwood Wealth Management opened a new position in OGE Energy (OGE) in Q2 2021: 900 shares worth $30K. The stake represents 0.02% of the portfolio and ranks #194 among its holdings.

402 funds tracked by Wall St. Rank hold OGE as of Q2 2021.

  • Elmwood Wealth Management held 900 shares of OGE Energy worth $30K as of Q2 2021.
  • OGE Energy was a new Elmwood Wealth Management position in Q2 2021.
  • OGE Energy made up 0.02% of Elmwood Wealth Management's portfolio in Q2 2021, its #194 holding.
  • 402 funds tracked by Wall St. Rank held OGE Energy as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.