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Financial Advocates Investment Management’s OGE Energy OGE Stock Holding History

Financial Advocates Investment 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
2024
Q2 		– Sell
-6,119
Closed -$210K – 801
2024
Q1 		$210K Hold
6,119
– – 0.01% 704
2023
Q4 		$214K Hold
6,119
– – 0.01% 670
2023
Q3 		$204K Hold
6,119
– – 0.01% 653
2023
Q2 		$220K Hold
6,119
– – 0.02% 620
2023
Q1 		$230K Hold
6,119
– – 0.02% 636
2022
Q4 		$242K Hold
6,119
– – 0.02% 616
2022
Q3 		$223K Hold
6,119
– – 0.02% 632
2022
Q2 		$236K Sell
6,119
-1,411
-19% -$56.1K 0.02% 569
2022
Q1 		$308K Hold
7,530
– – 0.02% 569
2021
Q4 		$289K Buy
7,530
+1,086
+17% +$38.1K 0.02% 643
2021
Q3 		$213K Buy
6,444
+325
+5% +$11.2K 0.01% 689
2021
Q2 		$206K Buy
+6,119
New +$206K 0.01% 698
2020
Q1 		– Sell
-6,221
Closed -$277K – 528
2019
Q4 		$277K Hold
6,221
– – 0.03% 413
2019
Q3 		$282K Hold
6,221
– – 0.03% 392
2019
Q2 		$265K Hold
6,221
– – 0.03% 389
2019
Q1 		$268K Hold
6,221
– – 0.03% 379
2018
Q4 		$244K Buy
6,221
+102
+2% +$3.92K 0.03% 376
2018
Q3 		$222K Sell
6,119
-110
-2% -$4K 0.02% 459
2018
Q2 		$219K Hold
6,229
– – 0.03% 444
2018
Q1 		$204K Sell
6,229
-3,228
-34% -$102K 0.03% 459
2017
Q4 		$311K Buy
+9,457
New +$334K 0.04% 353

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Advocates Investment Management's OGE Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of OGE Energy (OGE) in Q2 2024, closing a stake of 6,119 shares — an estimated $210K sold.

Financial Advocates Investment Management first reported a position in OGE in Q4 2017 and held it in 21 quarters. The position peaked at $311K in Q4 2017. 462 funds tracked by Wall St. Rank hold OGE as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining OGE Energy position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,119 OGE Energy shares in Q2 2024, an estimated $210K.
  • Financial Advocates Investment Management first reported a position in OGE Energy in Q4 2017 and held it in 21 quarters.
  • Financial Advocates Investment Management's OGE Energy position peaked at $311K in Q4 2017.
  • 462 funds tracked by Wall St. Rank held OGE Energy as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.