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Ropes Wealth Advisors’s OGE Energy OGE Stock Holding History

Ropes 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
2021
Q1 		– Sell
-1,632
Closed -$52K – 608
2020
Q4 		$52K Hold
1,632
– – 0.01% 376
2020
Q3 		$49K Hold
1,632
– – 0.01% 336
2020
Q2 		$50K Hold
1,632
– – 0.01% 314
2020
Q1 		$50K Hold
1,632
– – 0.01% 285
2019
Q4 		$73K Hold
1,632
– – 0.02% 301
2019
Q3 		$74K Buy
+1,632
New +$70.7K 0.02% 303

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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ropes Wealth Advisors's OGE Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of OGE Energy (OGE) in Q1 2021, closing a stake of 1,632 shares — an estimated $52K sold.

Ropes Wealth Advisors first reported a position in OGE in Q3 2019 and held it in 6 quarters. The position peaked at $74K in Q3 2019. 440 funds tracked by Wall St. Rank hold OGE as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining OGE Energy position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,632 OGE Energy shares in Q1 2021, an estimated $52K.
  • Ropes Wealth Advisors first reported a position in OGE Energy in Q3 2019 and held it in 6 quarters.
  • Ropes Wealth Advisors's OGE Energy position peaked at $74K in Q3 2019.
  • 440 funds tracked by Wall St. Rank held OGE Energy as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.