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Sowa Financial Group’s OGE Energy OGE Stock Holding History

Sowa Financial Group’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
-600
Closed -$19K – 172
2020
Q4 		$19K Hold
600
– – 0.01% 189
2020
Q3 		$18K Hold
600
– – 0.01% 186
2020
Q2 		$18K Hold
600
– – 0.01% 184
2020
Q1 		$18K Hold
600
– – 0.02% 164
2019
Q4 		$27K Buy
+600
New +$25.9K 0.02% 149

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

Sowa Financial Group's OGE Position: Q1 2021 in Review

Sowa Financial Group sold out of OGE Energy (OGE) in Q1 2021, closing a stake of 600 shares — an estimated $19K sold.

Sowa Financial Group first reported a position in OGE in Q4 2019 and held it in 5 quarters. The position peaked at $27K in Q4 2019. 440 funds tracked by Wall St. Rank hold OGE as of Q1 2021.

  • Sowa Financial Group reported no remaining OGE Energy position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 600 OGE Energy shares in Q1 2021, an estimated $19K.
  • Sowa Financial Group first reported a position in OGE Energy in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's OGE Energy position peaked at $27K in Q4 2019.
  • 440 funds tracked by Wall St. Rank held OGE Energy as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.