Lee, Danner & Bass’s OGE Energy OGE Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-1,100	Closed	-$45.4K	–	561
2024 Q4	$45.4K	Buy	+1,100	New	+$45.8K	﹤0.01%	356

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lee, Danner & Bass's OGE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of OGE Energy (OGE) in Q1 2025, closing a stake of 1,100 shares — an estimated $45.4K sold.

Lee, Danner & Bass first reported a position in OGE in Q4 2024 and held it in 1 quarter. The position peaked at $45.4K in Q4 2024. 550 funds tracked by Wall St. Rank hold OGE as of Q1 2025.

Lee, Danner & Bass reported no remaining OGE Energy position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,100 OGE Energy shares in Q1 2025, an estimated $45.4K.
Lee, Danner & Bass first reported a position in OGE Energy in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's OGE Energy position peaked at $45.4K in Q4 2024.
550 funds tracked by Wall St. Rank held OGE Energy as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.