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JP Morgan Private Wealth Advisors’s OGE Energy OGE Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q2 		– Sell
-23,239
Closed -$875K – 1778
2023
Q1 		$875K Sell
23,239
-191
-0.8% -$7.18K ﹤0.01% 1226
2022
Q4 		$927K Buy
23,430
+2,403
+11% +$91.1K ﹤0.01% 1180
2022
Q3 		$767K Sell
21,027
-22,619
-52% -$913K ﹤0.01% 1265
2022
Q2 		$1.68M Sell
43,646
-14
-0% -$556 ﹤0.01% 898
2022
Q1 		$1.78M Buy
43,660
+358
+0.8% +$13.6K ﹤0.01% 951
2021
Q4 		$1.66M Buy
43,302
+1,370
+3% +$48K ﹤0.01% 991
2021
Q3 		$1.38M Buy
41,932
+15,901
+61% +$549K ﹤0.01% 1057
2021
Q2 		$876K Sell
26,031
-1,757
-6% -$59.2K ﹤0.01% 1254
2021
Q1 		$899K Buy
27,788
+3,396
+14% +$107K ﹤0.01% 1088
2020
Q4 		$777K Buy
24,392
+16,394
+205% +$530K ﹤0.01% 1102
2020
Q3 		$240K Sell
7,998
-2,604
-25% -$81.9K ﹤0.01% 1455
2020
Q2 		$322K Buy
10,602
+3,513
+50% +$109K ﹤0.01% 1280
2020
Q1 		$218K Buy
+7,089
New +$287K ﹤0.01% 1266
2017
Q3 		– Sell
-7,470
Closed -$260K – 1269
2017
Q2 		$260K Sell
7,470
-272
-4% -$9.51K ﹤0.01% 1064
2017
Q1 		$271K Hold
7,742
– – ﹤0.01% 1111
2016
Q4 		$258K Buy
+7,742
New +$244K ﹤0.01% 1065
2016
Q3 		– Sell
-6,998
Closed -$229K – 1258
2016
Q2 		$229K Buy
+6,998
New +$210K ﹤0.01% 1102

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 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 $1.9T AUM 41.92% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OGE Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of OGE Energy (OGE) in Q2 2023, closing a stake of 23,239 shares — an estimated $875K sold.

JP Morgan Private Wealth Advisors first reported a position in OGE in Q2 2016 and held it in 17 quarters. The position peaked at $1.78M in Q1 2022. 456 funds tracked by Wall St. Rank hold OGE as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining OGE Energy position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 23,239 OGE Energy shares in Q2 2023, an estimated $875K.
  • JP Morgan Private Wealth Advisors first reported a position in OGE Energy in Q2 2016 and held it in 17 quarters.
  • JP Morgan Private Wealth Advisors's OGE Energy position peaked at $1.78M in Q1 2022.
  • 456 funds tracked by Wall St. Rank held OGE Energy as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.