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Fortitude Advisory Group’s OGE Energy OGE Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-67
Closed -$3K – 924
2022
Q1 		$3K Hold
67
– – ﹤0.01% 1281
2021
Q4 		$3K Buy
+67
New +$2.35K ﹤0.01% 1314

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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fortitude Advisory Group's OGE Position: Q2 2022 in Review

Fortitude Advisory Group sold out of OGE Energy (OGE) in Q2 2022, closing a stake of 67 shares — an estimated $3K sold.

Fortitude Advisory Group first reported a position in OGE in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 451 funds tracked by Wall St. Rank hold OGE as of Q2 2022.

  • Fortitude Advisory Group reported no remaining OGE Energy position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 67 OGE Energy shares in Q2 2022, an estimated $3K.
  • Fortitude Advisory Group first reported a position in OGE Energy in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's OGE Energy position peaked at $3K in Q1 2022.
  • 451 funds tracked by Wall St. Rank held OGE Energy as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.