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Monograph Wealth Advisors’s OGE Energy OGE Stock Holding History

Monograph Wealth Advisors’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
Q2 		– Sell
-10,000
Closed -$343K – 149
2024
Q1 		$343K Buy
+10,000
New +$336K 0.05% 120

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Monograph Wealth Advisors's OGE Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of OGE Energy (OGE) in Q2 2024, closing a stake of 10,000 shares — an estimated $343K sold.

Monograph Wealth Advisors first reported a position in OGE in Q1 2024 and held it in 1 quarter. The position peaked at $343K in Q1 2024. 462 funds tracked by Wall St. Rank hold OGE as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining OGE Energy position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 10,000 OGE Energy shares in Q2 2024, an estimated $343K.
  • Monograph Wealth Advisors first reported a position in OGE Energy in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's OGE Energy position peaked at $343K in Q1 2024.
  • 462 funds tracked by Wall St. Rank held OGE Energy as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.