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Strategic Investment Advisors’s OGE Energy OGE Stock Holding History

Strategic 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
2023
Q2 		– Sell
-7,758
Closed -$292K – 234
2023
Q1 		$292K Buy
+7,758
New +$292K 0.05% 206

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
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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Strategic Investment Advisors's OGE Position: Q2 2023 in Review

Strategic Investment Advisors sold out of OGE Energy (OGE) in Q2 2023, closing a stake of 7,758 shares — an estimated $292K sold.

Strategic Investment Advisors first reported a position in OGE in Q1 2023 and held it in 1 quarter. The position peaked at $292K in Q1 2023. 456 funds tracked by Wall St. Rank hold OGE as of Q2 2023.

  • Strategic Investment Advisors reported no remaining OGE Energy position as of Q2 2023 after selling out during the quarter.
  • Strategic Investment Advisors sold 7,758 OGE Energy shares in Q2 2023, an estimated $292K.
  • Strategic Investment Advisors first reported a position in OGE Energy in Q1 2023 and held it in 1 quarter.
  • Strategic Investment Advisors's OGE Energy position peaked at $292K in Q1 2023.
  • 456 funds tracked by Wall St. Rank held OGE Energy as of Q2 2023.

Based on Strategic Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.