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Mendota Financial Group’s OGE Energy OGE Stock Holding History

Mendota 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
2024
Q4 		– Sell
-145
Closed -$5.95K – 913
2024
Q3 		$5.95K Sell
145
-2,100
-94% -$81.5K ﹤0.01% 259
2024
Q2 		$80.1K Hold
2,245
– – 0.04% 139
2024
Q1 		$77K Buy
2,245
+280
+14% +$9.4K 0.05% 153
2023
Q4 		$68.6K Hold
1,965
– – 0.05% 177
2023
Q3 		$65.5K Hold
1,965
– – 0.07% 124
2023
Q2 		$70.6K Sell
1,965
-2,099
-52% -$77.3K 0.08% 113
2023
Q1 		$166K Buy
4,064
+46
+1% +$1.73K 0.17% 43
2022
Q4 		$159K Buy
+4,018
New +$152K 0.2% 45

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Mendota Financial Group's OGE Position: Q4 2024 in Review

Mendota Financial Group sold out of OGE Energy (OGE) in Q4 2024, closing a stake of 145 shares — an estimated $5.95K sold.

Mendota Financial Group first reported a position in OGE in Q4 2022 and held it in 8 quarters. The position peaked at $166K in Q1 2023. 541 funds tracked by Wall St. Rank hold OGE as of Q4 2024.

  • Mendota Financial Group reported no remaining OGE Energy position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 145 OGE Energy shares in Q4 2024, an estimated $5.95K.
  • Mendota Financial Group first reported a position in OGE Energy in Q4 2022 and held it in 8 quarters.
  • Mendota Financial Group's OGE Energy position peaked at $166K in Q1 2023.
  • 541 funds tracked by Wall St. Rank held OGE Energy as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.