Householder Group Estate & Retirement Specialist’s OGE Energy OGE Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-2,252	Closed	-$92K	–	974
2024 Q3	$92K	Buy	2,252 +21	+0.9%	+$815	0.03%	380
2024 Q2	$79K	Buy	2,231 +23	+1%	+$808	0.02%	396
2024 Q1	$75.8K	Buy	2,208 +23	+1%	+$772	0.02%	399
2023 Q4	$76K	Buy	2,185 +22	+1%	+$759	0.03%	386
2023 Q3	$72.1K	Buy	+2,163	New	+$75.8K	0.03%	381
2023 Q1	$369K	Buy	+9,788	New	+$368K	0.14%	143
2022 Q4	–	Sell	-9,583	Closed	-$349K	–	848
2022 Q3	$349K	Buy	9,583 +93	+1%	+$3.75K	0.14%	140
2022 Q2	$366K	Buy	9,490 +751	+9%	+$29.8K	0.16%	134
2022 Q1	$356K	Buy	8,739 +96	+1%	+$3.64K	0.14%	143
2021 Q4	$332K	Buy	+8,643	New	+$303K	0.12%	157

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's OGE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of OGE Energy (OGE) in Q4 2024, closing a stake of 2,252 shares — an estimated $92K sold.

Householder Group Estate & Retirement Specialist first reported a position in OGE in Q4 2021 and held it in 10 quarters. The position peaked at $369K in Q1 2023. 541 funds tracked by Wall St. Rank hold OGE as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining OGE Energy position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,252 OGE Energy shares in Q4 2024, an estimated $92K.
Householder Group Estate & Retirement Specialist first reported a position in OGE Energy in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's OGE Energy position peaked at $369K in Q1 2023.
541 funds tracked by Wall St. Rank held OGE Energy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.