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Newbridge Financial Services Group’s OGE Energy OGE Stock Holding History

Newbridge Financial Services Group’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
-144
Closed -$4.8K – 1279
2023
Q3 		$4.8K Buy
144
+1
+0.7% +$35 ﹤0.01% 957
2023
Q2 		$5.12K Buy
143
+2
+1% +$74 ﹤0.01% 1005
2023
Q1 		$5.31K Buy
+141
New +$5.3K ﹤0.01% 1051

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Newbridge Financial Services Group's OGE Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of OGE Energy (OGE) in Q4 2023, closing a stake of 144 shares — an estimated $4.8K sold.

Newbridge Financial Services Group first reported a position in OGE in Q1 2023 and held it in 3 quarters. The position peaked at $5.31K in Q1 2023. 473 funds tracked by Wall St. Rank hold OGE as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining OGE Energy position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 144 OGE Energy shares in Q4 2023, an estimated $4.8K.
  • Newbridge Financial Services Group first reported a position in OGE Energy in Q1 2023 and held it in 3 quarters.
  • Newbridge Financial Services Group's OGE Energy position peaked at $5.31K in Q1 2023.
  • 473 funds tracked by Wall St. Rank held OGE Energy as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.