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Hudson Valley Investment Advisors’s OGE Energy OGE Stock Holding History

Hudson Valley Investment Advisors’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
2023
Q1 		– Sell
-11,881
Closed -$470K – 218
2022
Q4 		$470K Hold
11,881
– – 0.07% 142
2022
Q3 		$433K Sell
11,881
-637
-5% -$25.7K 0.07% 150
2022
Q2 		$483K Buy
12,518
+1,314
+12% +$52.2K 0.08% 143
2022
Q1 		$457K Sell
11,204
-4,328
-28% -$164K 0.06% 152
2021
Q4 		$596K Buy
15,532
+3,166
+26% +$111K 0.09% 116
2021
Q3 		$408K Buy
+12,366
New +$427K 0.07% 135

Other funds holding OGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Hudson Valley Investment Advisors's OGE Position: Q1 2023 in Review

Hudson Valley Investment Advisors sold out of OGE Energy (OGE) in Q1 2023, closing a stake of 11,881 shares — an estimated $470K sold.

Hudson Valley Investment Advisors first reported a position in OGE in Q3 2021 and held it in 6 quarters. The position peaked at $596K in Q4 2021. 463 funds tracked by Wall St. Rank hold OGE as of Q1 2023.

  • Hudson Valley Investment Advisors reported no remaining OGE Energy position as of Q1 2023 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 11,881 OGE Energy shares in Q1 2023, an estimated $470K.
  • Hudson Valley Investment Advisors first reported a position in OGE Energy in Q3 2021 and held it in 6 quarters.
  • Hudson Valley Investment Advisors's OGE Energy position peaked at $596K in Q4 2021.
  • 463 funds tracked by Wall St. Rank held OGE Energy as of Q1 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.