Lenox Wealth Advisors’s OGE Energy OGE Stock Holding History

Lenox 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
2022 Q1	–	Sell	-30	Closed	-$1K	–	924
2021 Q4	$1K	Buy	+30	New	+$1.05K	﹤0.01%	883
2020 Q2	–	Sell	-74	Closed	-$2K	–	734
2020 Q1	$2K	Buy	+74	New	+$2.99K	﹤0.01%	602
2019 Q2	–	Sell	-80	Closed	-$3K	–	531
2019 Q1	$3K	Buy	+80	New	+$3.31K	﹤0.01%	470
2018 Q2	–	Sell	-33	Closed	-$1K	–	615
2018 Q1	$1K	Buy	+33	New	+$1.04K	﹤0.01%	518
2016 Q1	–	Sell	-51	Closed	-$1K	–	364
2015 Q4	$1K	Buy	+51	New	+$1.37K	﹤0.01%	421

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

DPIM

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Lenox Wealth Advisors's OGE Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of OGE Energy (OGE) in Q1 2022, closing a stake of 30 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in OGE in Q4 2015 and held it in 5 quarters. The position peaked at $3K in Q1 2019. 467 funds tracked by Wall St. Rank hold OGE as of Q1 2022.

Lenox Wealth Advisors reported no remaining OGE Energy position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 30 OGE Energy shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in OGE Energy in Q4 2015 and held it in 5 quarters.
Lenox Wealth Advisors's OGE Energy position peaked at $3K in Q1 2019.
467 funds tracked by Wall St. Rank held OGE Energy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.