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Liberty Wealth Management’s OGE Energy OGE Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-147
Closed -$5K – 804
2021
Q3 		$5K Buy
147
+40
+37% +$1.38K ﹤0.01% 950
2021
Q2 		$4K Sell
107
-23
-18% -$776 ﹤0.01% 838
2021
Q1 		$4K Hold
130
– – ﹤0.01% 740
2020
Q4 		$4K Buy
130
+34
+35% +$1.1K ﹤0.01% 736
2020
Q3 		$3K Buy
+96
New +$3.02K ﹤0.01% 718

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Liberty Wealth Management's OGE Position: Q4 2021 in Review

Liberty Wealth Management sold out of OGE Energy (OGE) in Q4 2021, closing a stake of 147 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in OGE in Q3 2020 and held it in 5 quarters. The position peaked at $5K in Q3 2021. 459 funds tracked by Wall St. Rank hold OGE as of Q4 2021.

  • Liberty Wealth Management reported no remaining OGE Energy position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 147 OGE Energy shares in Q4 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in OGE Energy in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's OGE Energy position peaked at $5K in Q3 2021.
  • 459 funds tracked by Wall St. Rank held OGE Energy as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.