IAA
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Independent Advisor Alliance’s OGE Energy OGE Stock Holding History

Independent Advisor Alliance’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
-9,145
Closed -$375K – 1366
2024
Q3 		$375K Sell
9,145
-99
-1% -$3.84K 0.01% 515
2024
Q2 		$330K Sell
9,244
-17
-0.2% -$597 0.01% 549
2024
Q1 		$318K Buy
+9,261
New +$311K 0.01% 554

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Independent Advisor Alliance's OGE Position: Q4 2024 in Review

Independent Advisor Alliance sold out of OGE Energy (OGE) in Q4 2024, closing a stake of 9,145 shares — an estimated $375K sold.

Independent Advisor Alliance first reported a position in OGE in Q1 2024 and held it in 3 quarters. The position peaked at $375K in Q3 2024. 541 funds tracked by Wall St. Rank hold OGE as of Q4 2024.

  • Independent Advisor Alliance reported no remaining OGE Energy position as of Q4 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,145 OGE Energy shares in Q4 2024, an estimated $375K.
  • Independent Advisor Alliance first reported a position in OGE Energy in Q1 2024 and held it in 3 quarters.
  • Independent Advisor Alliance's OGE Energy position peaked at $375K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held OGE Energy as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.