HGWM
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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 – 497
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% 756
2020
Q1 		$0 Buy
+6
New +$243 ﹤0.01% 851
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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return