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Retirement Financial Solutions’s OGE Energy OGE Stock Holding History

Retirement Financial 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
2023
Q1 		– Sell
-530
Closed -$21K – 180
2022
Q4 		$21K Buy
+530
New +$20.1K 0.02% 89

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Retirement Financial Solutions's OGE Position: Q1 2023 in Review

Retirement Financial Solutions sold out of OGE Energy (OGE) in Q1 2023, closing a stake of 530 shares — an estimated $21K sold.

Retirement Financial Solutions first reported a position in OGE in Q4 2022 and held it in 1 quarter. The position peaked at $21K in Q4 2022. 463 funds tracked by Wall St. Rank hold OGE as of Q1 2023.

  • Retirement Financial Solutions reported no remaining OGE Energy position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 530 OGE Energy shares in Q1 2023, an estimated $21K.
  • Retirement Financial Solutions first reported a position in OGE Energy in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's OGE Energy position peaked at $21K in Q4 2022.
  • 463 funds tracked by Wall St. Rank held OGE Energy as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.