Principle Wealth Partners’s OGE Energy OGE Stock Holding History

Principle 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
2020 Q3	–	Sell	-1,000	Closed	-$30K	–	341
2020 Q2	$30K	Buy	+1,000	New	+$30.9K	0.01%	324

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Principle Wealth Partners's OGE Position: Q3 2020 in Review

Principle Wealth Partners sold out of OGE Energy (OGE) in Q3 2020, closing a stake of 1,000 shares — an estimated $30K sold.

Principle Wealth Partners first reported a position in OGE in Q2 2020 and held it in 1 quarter. The position peaked at $30K in Q2 2020. 432 funds tracked by Wall St. Rank hold OGE as of Q3 2020.

Principle Wealth Partners reported no remaining OGE Energy position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 1,000 OGE Energy shares in Q3 2020, an estimated $30K.
Principle Wealth Partners first reported a position in OGE Energy in Q2 2020 and held it in 1 quarter.
Principle Wealth Partners's OGE Energy position peaked at $30K in Q2 2020.
432 funds tracked by Wall St. Rank held OGE Energy as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.