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Institutional & Family Asset Management’s OGE Energy OGE Stock Holding History

Institutional & Family Asset Management’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
Q2 		$43.7K Hold
1,223
– – 0.01% 257
2024
Q1 		$41.9K Sell
1,223
-93
-7% -$3.12K 0.01% 253
2023
Q4 		$46K Buy
+1,316
New +$45.4K 0.01% 238
2018
Q4 		– Sell
-4,800
Closed -$174K – 866
2018
Q3 		$174K Hold
4,800
– – 0.03% 203
2018
Q2 		$169K Buy
+4,800
New +$161K 0.04% 198

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institutional & Family Asset Management's OGE Position: Q2 2024 in Review

Institutional & Family Asset Management held its OGE Energy (OGE) position steady in Q2 2024 at 1,223 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #257.

Institutional & Family Asset Management first reported a position in OGE in Q2 2018 and has held it in 5 quarters since. The position peaked at $174K in Q3 2018. 462 funds tracked by Wall St. Rank hold OGE as of Q2 2024.

  • Institutional & Family Asset Management held 1,223 shares of OGE Energy worth $43.7K as of Q2 2024.
  • Institutional & Family Asset Management left its OGE Energy share count unchanged in Q2 2024.
  • OGE Energy made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #257 holding.
  • Institutional & Family Asset Management first reported a position in OGE Energy in Q2 2018 and has held it in 5 quarters since.
  • Institutional & Family Asset Management's OGE Energy position peaked at $174K in Q3 2018.
  • 462 funds tracked by Wall St. Rank held OGE Energy as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.