LifeWealth Investments’s OGE Energy OGE Stock Holding History

LifeWealth Investments’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
2025 Q1	–	Sell	-5,222	Closed	-$215K	–	163
2024 Q4	$215K	Buy	+5,222	New	+$217K	0.14%	138

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LifeWealth Investments's OGE Position: Q1 2025 in Review

LifeWealth Investments sold out of OGE Energy (OGE) in Q1 2025, closing a stake of 5,222 shares — an estimated $215K sold.

LifeWealth Investments first reported a position in OGE in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 550 funds tracked by Wall St. Rank hold OGE as of Q1 2025.

LifeWealth Investments reported no remaining OGE Energy position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 5,222 OGE Energy shares in Q1 2025, an estimated $215K.
LifeWealth Investments first reported a position in OGE Energy in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's OGE Energy position peaked at $215K in Q4 2024.
550 funds tracked by Wall St. Rank held OGE Energy as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.