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Moisand Fitzgerald Tamayo’s OGE Energy OGE Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-66
Closed -$2.2K – 770
2023
Q3 		$2.2K Hold
66
– – ﹤0.01% 545
2023
Q2 		$2.37K Hold
66
– – ﹤0.01% 516
2023
Q1 		$2.49K Hold
66
– – ﹤0.01% 515
2022
Q4 		$2.61K Buy
66
+28
+74% +$1.06K ﹤0.01% 506
2022
Q3 		$1K Buy
+38
New +$1.53K ﹤0.01% 628

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 $3.38T AUM 44.17% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Moisand Fitzgerald Tamayo's OGE Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of OGE Energy (OGE) in Q4 2023, closing a stake of 66 shares — an estimated $2.2K sold.

Moisand Fitzgerald Tamayo first reported a position in OGE in Q3 2022 and held it in 5 quarters. The position peaked at $2.61K in Q4 2022. 473 funds tracked by Wall St. Rank hold OGE as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining OGE Energy position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 66 OGE Energy shares in Q4 2023, an estimated $2.2K.
  • Moisand Fitzgerald Tamayo first reported a position in OGE Energy in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's OGE Energy position peaked at $2.61K in Q4 2022.
  • 473 funds tracked by Wall St. Rank held OGE Energy as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.