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Focused Wealth Management’s OGE Energy OGE Stock Holding History

Focused 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
2023
Q2 		– Sell
-1,484
Closed -$55.9K – 1104
2023
Q1 		$55.9K Buy
+1,484
New +$55.8K 0.01% 289

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Focused Wealth Management's OGE Position: Q2 2023 in Review

Focused Wealth Management sold out of OGE Energy (OGE) in Q2 2023, closing a stake of 1,484 shares — an estimated $55.9K sold.

Focused Wealth Management first reported a position in OGE in Q1 2023 and held it in 1 quarter. The position peaked at $55.9K in Q1 2023. 456 funds tracked by Wall St. Rank hold OGE as of Q2 2023.

  • Focused Wealth Management reported no remaining OGE Energy position as of Q2 2023 after selling out during the quarter.
  • Focused Wealth Management sold 1,484 OGE Energy shares in Q2 2023, an estimated $55.9K.
  • Focused Wealth Management first reported a position in OGE Energy in Q1 2023 and held it in 1 quarter.
  • Focused Wealth Management's OGE Energy position peaked at $55.9K in Q1 2023.
  • 456 funds tracked by Wall St. Rank held OGE Energy as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.