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James Reed Financial Services’s OGE Energy OGE Stock Holding History

James Reed Financial Services’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
Q1 		– Sell
-672
Closed -$25K – 122
2021
Q4 		$25K Buy
+672
New +$23.5K 0.02% 71

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

James Reed Financial Services's OGE Position: Q1 2022 in Review

James Reed Financial Services sold out of OGE Energy (OGE) in Q1 2022, closing a stake of 672 shares — an estimated $25K sold.

James Reed Financial Services first reported a position in OGE in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 468 funds tracked by Wall St. Rank hold OGE as of Q1 2022.

  • James Reed Financial Services reported no remaining OGE Energy position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 672 OGE Energy shares in Q1 2022, an estimated $25K.
  • James Reed Financial Services first reported a position in OGE Energy in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's OGE Energy position peaked at $25K in Q4 2021.
  • 468 funds tracked by Wall St. Rank held OGE Energy as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.