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Insight Wealth Strategies’s OGE Energy OGE Stock Holding History

Insight Wealth Strategies’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
2019
Q2 		– Sell
-11,167
Closed -$482K – 167
2019
Q1 		$482K Sell
11,167
-237
-2% -$9.82K 0.13% 95
2018
Q4 		$447K Buy
+11,404
New +$438K 0.14% 93

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insight Wealth Strategies's OGE Position: Q2 2019 in Review

Insight Wealth Strategies sold out of OGE Energy (OGE) in Q2 2019, closing a stake of 11,167 shares — an estimated $482K sold.

Insight Wealth Strategies first reported a position in OGE in Q4 2018 and held it in 2 quarters. The position peaked at $482K in Q1 2019. 457 funds tracked by Wall St. Rank hold OGE as of Q2 2019.

  • Insight Wealth Strategies reported no remaining OGE Energy position as of Q2 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 11,167 OGE Energy shares in Q2 2019, an estimated $482K.
  • Insight Wealth Strategies first reported a position in OGE Energy in Q4 2018 and held it in 2 quarters.
  • Insight Wealth Strategies's OGE Energy position peaked at $482K in Q1 2019.
  • 457 funds tracked by Wall St. Rank held OGE Energy as of Q2 2019.

Based on Insight Wealth Strategies's 13F filing for Q2 2019, filed 6 Aug 2019.