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Harvest Group Wealth Management’s OGE Energy OGE Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-21
Closed -$1K – 492
2020
Q4 		$1K Hold
21
– – ﹤0.01% 522
2020
Q3 		$1K Buy
21
+15
+250% +$472 ﹤0.01% 492
2020
Q2 		$0 Hold
6
– – ﹤0.01% 746
2020
Q1 		$0 Buy
+6
New +$243 ﹤0.01% 848
2019
Q4 		– Sell
-34
Closed -$2K – 1016
2019
Q3 		$2K Hold
34
– – ﹤0.01% 736
2019
Q2 		$1K Hold
34
– – ﹤0.01% 775
2019
Q1 		$1K Buy
+34
New +$1.41K ﹤0.01% 817

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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harvest Group Wealth Management's OGE Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of OGE Energy (OGE) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in OGE in Q1 2019 and held it in 7 quarters. The position peaked at $2K in Q3 2019. 440 funds tracked by Wall St. Rank hold OGE as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining OGE Energy position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 21 OGE Energy shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in OGE Energy in Q1 2019 and held it in 7 quarters.
  • Harvest Group Wealth Management's OGE Energy position peaked at $2K in Q3 2019.
  • 440 funds tracked by Wall St. Rank held OGE Energy as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.