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Okabena Investment Services’s OGE Energy OGE Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-85
Closed -$3.2K – 213
2023
Q1 		$3.2K Hold
85
– – ﹤0.01% 141
2022
Q4 		$3.36K Buy
+85
New +$3.22K ﹤0.01% 172

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
State Street
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Okabena Investment Services's OGE Position: Q2 2023 in Review

Okabena Investment Services sold out of OGE Energy (OGE) in Q2 2023, closing a stake of 85 shares — an estimated $3.2K sold.

Okabena Investment Services first reported a position in OGE in Q4 2022 and held it in 2 quarters. The position peaked at $3.36K in Q4 2022. 456 funds tracked by Wall St. Rank hold OGE as of Q2 2023.

  • Okabena Investment Services reported no remaining OGE Energy position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 85 OGE Energy shares in Q2 2023, an estimated $3.2K.
  • Okabena Investment Services first reported a position in OGE Energy in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's OGE Energy position peaked at $3.36K in Q4 2022.
  • 456 funds tracked by Wall St. Rank held OGE Energy as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.