Opal Wealth Advisors’s OGE Energy OGE Stock Holding History

Opal 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 Q3	–	Sell	-81	Closed	-$2.89K	–	868
2024 Q2	$2.89K	Buy	+81	New	+$2.84K	﹤0.01%	898

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Opal Wealth Advisors's OGE Position: Q3 2024 in Review

Opal Wealth Advisors sold out of OGE Energy (OGE) in Q3 2024, closing a stake of 81 shares — an estimated $2.89K sold.

Opal Wealth Advisors first reported a position in OGE in Q2 2024 and held it in 1 quarter. The position peaked at $2.89K in Q2 2024. 523 funds tracked by Wall St. Rank hold OGE as of Q3 2024.

Opal Wealth Advisors reported no remaining OGE Energy position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 81 OGE Energy shares in Q3 2024, an estimated $2.89K.
Opal Wealth Advisors first reported a position in OGE Energy in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's OGE Energy position peaked at $2.89K in Q2 2024.
523 funds tracked by Wall St. Rank held OGE Energy as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.