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 $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

First Trust Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CI Investments Inc

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return