LFAS
OGE icon

Level Four Advisory Services’s OGE Energy OGE Stock Holding History

Level Four Advisory Services’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
2024
Q2 		– Sell
-6,106
Closed -$213K – 848
2024
Q1 		$213K Hold
6,106
– – 0.01% 708
2023
Q4 		$213K Buy
+6,106
New +$211K 0.01% 704

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 $3.37T AUM 44.26% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Level Four Advisory Services's OGE Position: Q2 2024 in Review

Level Four Advisory Services sold out of OGE Energy (OGE) in Q2 2024, closing a stake of 6,106 shares — an estimated $213K sold.

Level Four Advisory Services first reported a position in OGE in Q4 2023 and held it in 2 quarters. The position peaked at $213K in Q1 2024. 462 funds tracked by Wall St. Rank hold OGE as of Q2 2024.

  • Level Four Advisory Services reported no remaining OGE Energy position as of Q2 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 6,106 OGE Energy shares in Q2 2024, an estimated $213K.
  • Level Four Advisory Services first reported a position in OGE Energy in Q4 2023 and held it in 2 quarters.
  • Level Four Advisory Services's OGE Energy position peaked at $213K in Q1 2024.
  • 462 funds tracked by Wall St. Rank held OGE Energy as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.