FP
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Fiduciary Planning’s OGE Energy OGE Stock Holding History

Fiduciary Planning’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 		– Sell
-300
Closed -$10K – 197
2021
Q1 		$10K Hold
300
– – 0.02% 168
2020
Q4 		$10K Hold
300
– – 0.01% 149
2020
Q3 		$9K Buy
+300
New +$9.44K 0.01% 114

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

Fiduciary Planning's OGE Position: Q2 2021 in Review

Fiduciary Planning sold out of OGE Energy (OGE) in Q2 2021, closing a stake of 300 shares — an estimated $10K sold.

Fiduciary Planning first reported a position in OGE in Q3 2020 and held it in 3 quarters. The position peaked at $10K in Q1 2021. 402 funds tracked by Wall St. Rank hold OGE as of Q2 2021.

  • Fiduciary Planning reported no remaining OGE Energy position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 300 OGE Energy shares in Q2 2021, an estimated $10K.
  • Fiduciary Planning first reported a position in OGE Energy in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's OGE Energy position peaked at $10K in Q1 2021.
  • 402 funds tracked by Wall St. Rank held OGE Energy as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.