MinichMacGregor Wealth Management’s OGE Energy OGE Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-400	Closed	-$15.8K	–	459
2022 Q4	$15.8K	Buy	+400	New	+$15.2K	0.01%	355
2019 Q1	–	Sell	-8,462	Closed	-$305K	–	100
2018 Q4	$305K	Buy	8,462 +8,062	+2,016%	+$309K	0.21%	80
2018 Q3	$14K	Hold	400	–	–	0.01%	274
2018 Q2	$14K	Hold	400	–	–	0.01%	262
2018 Q1	$13K	Hold	400	–	–	0.01%	269
2017 Q4	$13K	Hold	400	–	–	0.01%	264
2017 Q3	$14K	Hold	400	–	–	0.01%	238
2017 Q2	$13K	Hold	400	–	–	0.01%	241
2017 Q1	$13K	Sell	400 -103	-20%	-$3.59K	0.01%	239
2016 Q4	$16K	Hold	503	–	–	0.02%	196
2016 Q3	$15K	Hold	503	–	–	0.01%	210
2016 Q2	$16K	Hold	503	–	–	0.02%	194
2016 Q1	$14K	Sell	503 -100	-17%	-$2.63K	0.01%	209
2015 Q4	$18K	Buy	+603	New	+$16.2K	0.02%	170

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

CIA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

MinichMacGregor Wealth Management's OGE Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of OGE Energy (OGE) in Q1 2023, closing a stake of 400 shares — an estimated $15.8K sold.

MinichMacGregor Wealth Management first reported a position in OGE in Q4 2015 and held it in 14 quarters. The position peaked at $305K in Q4 2018. 462 funds tracked by Wall St. Rank hold OGE as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining OGE Energy position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 400 OGE Energy shares in Q1 2023, an estimated $15.8K.
MinichMacGregor Wealth Management first reported a position in OGE Energy in Q4 2015 and held it in 14 quarters.
MinichMacGregor Wealth Management's OGE Energy position peaked at $305K in Q4 2018.
462 funds tracked by Wall St. Rank held OGE Energy as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.