Lee Financial’s OGE Energy OGE Stock Holding History

Lee Financial’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	-100	Closed	-$4K	–	898
2021 Q4	$4K	Buy	+100	New	+$3.5K	﹤0.01%	636
2021 Q1	–	Sell	-140	Closed	-$4K	–	508
2020 Q4	$4K	Hold	140	–	–	﹤0.01%	431
2020 Q3	$4K	Hold	140	–	–	﹤0.01%	477
2020 Q2	$4K	Sell	140 -95	-40%	-$2.94K	﹤0.01%	451
2020 Q1	$7K	Hold	235	–	–	﹤0.01%	344
2019 Q4	$10K	Hold	235	–	–	﹤0.01%	348
2019 Q3	$11K	Hold	235	–	–	﹤0.01%	328
2019 Q2	$10K	Hold	235	–	–	﹤0.01%	352
2019 Q1	$10K	Hold	235	–	–	﹤0.01%	339
2018 Q4	$9K	Hold	235	–	–	﹤0.01%	297
2018 Q3	$9K	Hold	235	–	–	﹤0.01%	348
2018 Q2	$8K	Hold	235	–	–	﹤0.01%	536
2018 Q1	$8K	Hold	235	–	–	﹤0.01%	541
2017 Q4	$8K	Hold	235	–	–	﹤0.01%	381
2017 Q3	$8K	Hold	235	–	–	﹤0.01%	374
2017 Q2	$8K	Hold	235	–	–	﹤0.01%	360
2017 Q1	$8K	Hold	235	–	–	﹤0.01%	310
2016 Q4	$8K	Buy	+235	New	+$7.42K	﹤0.01%	326

Other funds holding OGE

BlackRock New York $5.7T 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

Bank of New York Mellon

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

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return

Geode Capital Management

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return