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Laurel Wealth Advisors (North Carolina)’s OGE Energy OGE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q2 		– Sell
-100
Closed -$4K – 677
2022
Q1 		$4K Hold
100
– – ﹤0.01% 508
2021
Q4 		$4K Hold
100
– – ﹤0.01% 511
2021
Q3 		$3K Hold
100
– – ﹤0.01% 554
2021
Q2 		$3K Buy
+100
New +$3.37K ﹤0.01% 622

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s OGE Position: Q2 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of OGE Energy (OGE) in Q2 2022, closing a stake of 100 shares — an estimated $4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in OGE in Q2 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 451 funds tracked by Wall St. Rank hold OGE as of Q2 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining OGE Energy position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 100 OGE Energy shares in Q2 2022, an estimated $4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in OGE Energy in Q2 2021 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s OGE Energy position peaked at $4K in Q1 2022.
  • 451 funds tracked by Wall St. Rank held OGE Energy as of Q2 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2022, filed 12 Aug 2022.