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IAG Wealth Partners’s OGE Energy OGE Stock Holding History

IAG Wealth Partners’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
2022
Q2 		– Sell
-152
Closed -$6K – 467
2022
Q1 		$6K Sell
152
-793
-84% -$30.1K ﹤0.01% 343
2021
Q4 		$36K Sell
945
-336
-26% -$11.8K 0.01% 170
2021
Q3 		$43K Hold
1,281
– – 0.02% 134
2021
Q2 		$44K Hold
1,281
– – 0.02% 128
2021
Q1 		$42K Hold
1,281
– – 0.02% 124
2020
Q4 		$41K Hold
1,281
– – 0.02% 119
2020
Q3 		$39K Hold
1,281
– – 0.02% 116
2020
Q2 		$39K Hold
1,281
– – 0.02% 116
2020
Q1 		$40K Hold
1,281
– – 0.03% 102
2019
Q4 		$57K Buy
+1,281
New +$55.3K 0.04% 98

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
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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

IAG Wealth Partners's OGE Position: Q2 2022 in Review

IAG Wealth Partners sold out of OGE Energy (OGE) in Q2 2022, closing a stake of 152 shares — an estimated $6K sold.

IAG Wealth Partners first reported a position in OGE in Q4 2019 and held it in 10 quarters. The position peaked at $57K in Q4 2019. 451 funds tracked by Wall St. Rank hold OGE as of Q2 2022.

  • IAG Wealth Partners reported no remaining OGE Energy position as of Q2 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 152 OGE Energy shares in Q2 2022, an estimated $6K.
  • IAG Wealth Partners first reported a position in OGE Energy in Q4 2019 and held it in 10 quarters.
  • IAG Wealth Partners's OGE Energy position peaked at $57K in Q4 2019.
  • 451 funds tracked by Wall St. Rank held OGE Energy as of Q2 2022.

Based on IAG Wealth Partners's 13F filing for Q2 2022, filed 3 Aug 2022.