LifePlan Financial Group’s OGE Energy OGE Stock Holding History

LifePlan Financial Group’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
2020 Q3	$91K	Hold	3,027	–	–	0.04%	194
2020 Q2	$92K	Hold	3,027	–	–	0.04%	186
2020 Q1	$93K	Hold	3,027	–	–	0.05%	171
2019 Q4	$135K	Hold	3,027	–	–	0.06%	160
2019 Q3	$137K	Hold	3,027	–	–	0.06%	155
2019 Q2	$129K	Hold	3,027	–	–	0.06%	159
2019 Q1	$131K	Hold	3,027	–	–	0.07%	158
2018 Q4	$119K	Hold	3,027	–	–	0.07%	157
2018 Q3	$110K	Hold	3,027	–	–	0.06%	176
2018 Q2	$107K	Hold	3,027	–	–	0.06%	173
2018 Q1	$99K	Buy	+3,027	New	+$95.6K	0.06%	166

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

Bank of New York Mellon New York $544B AUM 28.31% 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

DPIM

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

Norges Bank Oslo, Norway $935B AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LifePlan Financial Group's OGE Position: Q3 2020 in Review

LifePlan Financial Group held its OGE Energy (OGE) position steady in Q3 2020 at 3,027 shares worth $91K. The position accounts for 0.04% of the portfolio, ranked #194.

LifePlan Financial Group first reported a position in OGE in Q1 2018 and has held it in 11 quarters since. The position peaked at $137K in Q3 2019. 432 funds tracked by Wall St. Rank hold OGE as of Q3 2020.

LifePlan Financial Group held 3,027 shares of OGE Energy worth $91K as of Q3 2020.
LifePlan Financial Group left its OGE Energy share count unchanged in Q3 2020.
OGE Energy made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #194 holding.
LifePlan Financial Group first reported a position in OGE Energy in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's OGE Energy position peaked at $137K in Q3 2019.
432 funds tracked by Wall St. Rank held OGE Energy as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.