MWM
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Marietta Wealth Management’s OGE Energy OGE Stock Holding History

Marietta 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
2020
Q1 		– Sell
-11,363
Closed -$505K – 119
2019
Q4 		$505K Sell
11,363
-214
-2% -$9.24K 0.17% 87
2019
Q3 		$525K Sell
11,577
-1,139
-9% -$49.3K 0.19% 86
2019
Q2 		$541K Buy
12,716
+389
+3% +$16.5K 0.21% 87
2019
Q1 		$532K Buy
12,327
+1,528
+14% +$63.3K 0.22% 86
2018
Q4 		$423K Buy
10,799
+587
+6% +$22.5K 0.2% 96
2018
Q3 		$371K Buy
10,212
+378
+4% +$13.8K 0.16% 105
2018
Q2 		$346K Sell
9,834
-152
-2% -$5.11K 0.17% 106
2018
Q1 		$327K Sell
9,986
-1,292
-11% -$40.8K 0.17% 107
2017
Q4 		$371K Sell
11,278
-816
-7% -$28.8K 0.2% 96
2017
Q3 		$436K Sell
12,094
-232
-2% -$8.27K 0.24% 93
2017
Q2 		$429K Sell
12,326
-4,504
-27% -$158K 0.26% 94
2017
Q1 		$589K Sell
16,830
-10,701
-39% -$373K 0.39% 80
2016
Q4 		$921K Buy
+27,531
New +$869K 0.74% 56

Other funds holding OGE

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return