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LGT Financial Advisors’s OGE Energy OGE Stock Holding History

LGT Financial 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
2023
Q4 		– Sell
-217
Closed -$7.23K – 951
2023
Q3 		$7.23K Buy
+217
New +$7.6K 0.01% 545

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

LGT Financial Advisors's OGE Position: Q4 2023 in Review

LGT Financial Advisors sold out of OGE Energy (OGE) in Q4 2023, closing a stake of 217 shares — an estimated $7.23K sold.

LGT Financial Advisors first reported a position in OGE in Q3 2023 and held it in 1 quarter. The position peaked at $7.23K in Q3 2023. 473 funds tracked by Wall St. Rank hold OGE as of Q4 2023.

  • LGT Financial Advisors reported no remaining OGE Energy position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 217 OGE Energy shares in Q4 2023, an estimated $7.23K.
  • LGT Financial Advisors first reported a position in OGE Energy in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's OGE Energy position peaked at $7.23K in Q3 2023.
  • 473 funds tracked by Wall St. Rank held OGE Energy as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.