NWWA
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New Wave Wealth Advisors’s OGE Energy OGE Stock Holding History

New Wave 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
2025
Q1 		– Sell
-1,944
Closed -$80.2K – 500
2024
Q4 		$80.2K Buy
+1,944
New +$80.9K 0.03% 190

Other funds holding OGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

New Wave Wealth Advisors's OGE Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of OGE Energy (OGE) in Q1 2025, closing a stake of 1,944 shares — an estimated $80.2K sold.

New Wave Wealth Advisors first reported a position in OGE in Q4 2024 and held it in 1 quarter. The position peaked at $80.2K in Q4 2024. 550 funds tracked by Wall St. Rank hold OGE as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining OGE Energy position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,944 OGE Energy shares in Q1 2025, an estimated $80.2K.
  • New Wave Wealth Advisors first reported a position in OGE Energy in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's OGE Energy position peaked at $80.2K in Q4 2024.
  • 550 funds tracked by Wall St. Rank held OGE Energy as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.