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GeoWealth Management’s OGE Energy OGE Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-412
Closed -$17K – 1562
2024
Q4 		$17K Sell
412
-74
-15% -$3.08K ﹤0.01% 1408
2024
Q3 		$19.9K Buy
+486
New +$18.9K ﹤0.01% 1279
2020
Q3 		– Sell
-7,505
Closed -$228K – 180
2020
Q2 		$228K Buy
+7,505
New +$232K 0.09% 142

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GeoWealth Management's OGE Position: Q1 2025 in Review

GeoWealth Management sold out of OGE Energy (OGE) in Q1 2025, closing a stake of 412 shares — an estimated $17K sold.

GeoWealth Management first reported a position in OGE in Q2 2020 and held it in 3 quarters. The position peaked at $228K in Q2 2020. 550 funds tracked by Wall St. Rank hold OGE as of Q1 2025.

  • GeoWealth Management reported no remaining OGE Energy position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 412 OGE Energy shares in Q1 2025, an estimated $17K.
  • GeoWealth Management first reported a position in OGE Energy in Q2 2020 and held it in 3 quarters.
  • GeoWealth Management's OGE Energy position peaked at $228K in Q2 2020.
  • 550 funds tracked by Wall St. Rank held OGE Energy as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.