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Gradient Investments’s OGE Energy OGE Stock Holding History

Gradient Investments’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
Q3 		– Sell
-1,892
Closed -$67.5K – 969
2024
Q2 		$67.5K Buy
+1,892
New +$66.4K ﹤0.01% 452
2024
Q1 		– Sell
-2,218
Closed -$77.5K – 1636
2023
Q4 		$77.5K Sell
2,218
-230
-9% -$7.93K ﹤0.01% 462
2023
Q3 		$81.6K Sell
2,448
-134
-5% -$4.7K ﹤0.01% 424
2023
Q2 		$92.7K Sell
2,582
-195
-7% -$7.18K ﹤0.01% 416
2023
Q1 		$105K Sell
2,777
-187
-6% -$7.03K ﹤0.01% 369
2022
Q4 		$117K Sell
2,964
-122
-4% -$4.63K ﹤0.01% 365
2022
Q3 		$113K Sell
3,086
-122
-4% -$4.92K ﹤0.01% 344
2022
Q2 		$124K Sell
3,208
-165
-5% -$6.56K ﹤0.01% 348
2022
Q1 		$138K Sell
3,373
-62
-2% -$2.35K ﹤0.01% 330
2021
Q4 		$132K Buy
+3,435
New +$120K ﹤0.01% 330
2019
Q1 		– Sell
-367
Closed -$14K – 961
2018
Q4 		$14K Hold
367
– – ﹤0.01% 519
2018
Q3 		$13K Hold
367
– – ﹤0.01% 584
2018
Q2 		$13K Hold
367
– – ﹤0.01% 567
2018
Q1 		$12K Hold
367
– – ﹤0.01% 597
2017
Q4 		$12K Buy
+367
New +$13K ﹤0.01% 562
2016
Q4 		– Sell
-87
Closed -$3K – 778
2016
Q3 		$3K Buy
+87
New +$2.75K ﹤0.01% 588
2016
Q2 		– Sell
-264
Closed -$8K – 765
2016
Q1 		$8K Hold
264
– – ﹤0.01% 469
2015
Q4 		$7K Buy
+264
New +$7.09K ﹤0.01% 445

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gradient Investments's OGE Position: Q3 2024 in Review

Gradient Investments sold out of OGE Energy (OGE) in Q3 2024, closing a stake of 1,892 shares — an estimated $67.5K sold.

Gradient Investments first reported a position in OGE in Q4 2015 and held it in 18 quarters. The position peaked at $138K in Q1 2022. 523 funds tracked by Wall St. Rank hold OGE as of Q3 2024.

  • Gradient Investments reported no remaining OGE Energy position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1,892 OGE Energy shares in Q3 2024, an estimated $67.5K.
  • Gradient Investments first reported a position in OGE Energy in Q4 2015 and held it in 18 quarters.
  • Gradient Investments's OGE Energy position peaked at $138K in Q1 2022.
  • 523 funds tracked by Wall St. Rank held OGE Energy as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.