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Personal Wealth Partners’s OGE Energy OGE Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-400
Closed -$13K – 297
2021
Q2 		$13K Buy
+400
New +$13.5K 0.01% 250
2020
Q1 		– Sell
-409
Closed -$18K – 432
2019
Q4 		$18K Hold
409
– – 0.01% 203
2019
Q3 		$19K Buy
409
+9
+2% +$390 0.01% 203
2019
Q2 		$17K Buy
+400
New +$16.9K 0.01% 190

Other funds holding OGE

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Personal Wealth Partners's OGE Position: Q3 2021 in Review

Personal Wealth Partners sold out of OGE Energy (OGE) in Q3 2021, closing a stake of 400 shares — an estimated $13K sold.

Personal Wealth Partners first reported a position in OGE in Q2 2019 and held it in 4 quarters. The position peaked at $19K in Q3 2019. 420 funds tracked by Wall St. Rank hold OGE as of Q3 2021.

  • Personal Wealth Partners reported no remaining OGE Energy position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 400 OGE Energy shares in Q3 2021, an estimated $13K.
  • Personal Wealth Partners first reported a position in OGE Energy in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's OGE Energy position peaked at $19K in Q3 2019.
  • 420 funds tracked by Wall St. Rank held OGE Energy as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.