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Steward Financial Group’s OGE Energy OGE Stock Holding History

Steward 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
2023
Q3 		$1K Buy
+52
New +$1.82K ﹤0.01% 1225
2022
Q3 		– Sell
-21
Closed – – 926
2022
Q2 		$0 Buy
+21
New +$835 ﹤0.01% 1250

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's OGE Position: Q3 2023 in Review

Steward Financial Group opened a new position in OGE Energy (OGE) in Q3 2023: 52 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1225 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in OGE as recently as Q2 2022.

Steward Financial Group first reported a position in OGE in Q2 2022 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold OGE as of Q3 2023.

  • Steward Financial Group held 52 shares of OGE Energy worth $1K as of Q3 2023.
  • OGE Energy was a new Steward Financial Group position in Q3 2023.
  • OGE Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1225 holding.
  • Steward Financial Group first reported a position in OGE Energy in Q2 2022 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held OGE Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.