Selective Wealth Management’s OGE Energy OGE Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-1,900	Closed	-$69K	–	532
2022 Q3	$69K	Sell	1,900 -125	-6%	-$5.04K	0.03%	255
2022 Q2	$78K	Buy	2,025 +1,025	+103%	+$40.7K	0.03%	255
2022 Q1	$41K	Hold	1,000	–	–	0.01%	339
2021 Q4	$38K	Buy	+1,000	New	+$35K	0.02%	315

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Selective Wealth Management's OGE Position: Q4 2022 in Review

Selective Wealth Management sold out of OGE Energy (OGE) in Q4 2022, closing a stake of 1,900 shares — an estimated $69K sold.

Selective Wealth Management first reported a position in OGE in Q4 2021 and held it in 4 quarters. The position peaked at $78K in Q2 2022. 488 funds tracked by Wall St. Rank hold OGE as of Q4 2022.

Selective Wealth Management reported no remaining OGE Energy position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,900 OGE Energy shares in Q4 2022, an estimated $69K.
Selective Wealth Management first reported a position in OGE Energy in Q4 2021 and held it in 4 quarters.
Selective Wealth Management's OGE Energy position peaked at $78K in Q2 2022.
488 funds tracked by Wall St. Rank held OGE Energy as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.