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Planned Solutions’s OGE Energy OGE Stock Holding History

Planned Solutions’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
Q4 		– Sell
-133
Closed -$5.46K – 467
2024
Q3 		$5.46K Buy
+133
New +$5.16K ﹤0.01% 493
2024
Q1 		– Sell
-133
Closed -$4.65K – 398
2023
Q4 		$4.65K Buy
+133
New +$4.59K ﹤0.01% 471

Other funds holding OGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Planned Solutions's OGE Position: Q4 2024 in Review

Planned Solutions sold out of OGE Energy (OGE) in Q4 2024, closing a stake of 133 shares — an estimated $5.46K sold.

Planned Solutions first reported a position in OGE in Q4 2023 and held it in 2 quarters. The position peaked at $5.46K in Q3 2024. 541 funds tracked by Wall St. Rank hold OGE as of Q4 2024.

  • Planned Solutions reported no remaining OGE Energy position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 133 OGE Energy shares in Q4 2024, an estimated $5.46K.
  • Planned Solutions first reported a position in OGE Energy in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's OGE Energy position peaked at $5.46K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held OGE Energy as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.