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Schechter Investment Advisors’s OGE Energy OGE Stock Holding History

Schechter Investment 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
2024
Q1 		– Sell
-6,630
Closed -$232K – 686
2023
Q4 		$232K Buy
6,630
+234
+4% +$8.07K 0.02% 523
2023
Q3 		$213K Buy
+6,396
New +$224K 0.02% 531

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schechter Investment Advisors's OGE Position: Q1 2024 in Review

Schechter Investment Advisors sold out of OGE Energy (OGE) in Q1 2024, closing a stake of 6,630 shares — an estimated $232K sold.

Schechter Investment Advisors first reported a position in OGE in Q3 2023 and held it in 2 quarters. The position peaked at $232K in Q4 2023. 483 funds tracked by Wall St. Rank hold OGE as of Q1 2024.

  • Schechter Investment Advisors reported no remaining OGE Energy position as of Q1 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 6,630 OGE Energy shares in Q1 2024, an estimated $232K.
  • Schechter Investment Advisors first reported a position in OGE Energy in Q3 2023 and held it in 2 quarters.
  • Schechter Investment Advisors's OGE Energy position peaked at $232K in Q4 2023.
  • 483 funds tracked by Wall St. Rank held OGE Energy as of Q1 2024.

Based on Schechter Investment Advisors's 13F filing for Q1 2024, filed 6 May 2024.