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Sugarloaf Wealth Management’s OGE Energy OGE Stock Holding History

Sugarloaf 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
2024
Q4 		$115K Sell
2,777
-503
-15% -$20.9K 0.02% 221
2024
Q3 		$135K Hold
3,280
– – 0.03% 212
2024
Q2 		$117K Hold
3,280
– – 0.02% 215
2024
Q1 		$112K Hold
3,280
– – 0.02% 217
2023
Q4 		$115K Hold
3,280
– – 0.03% 210
2023
Q3 		$109K Sell
3,280
-719
-18% -$25.2K 0.03% 200
2023
Q2 		$144K Buy
3,999
+8
+0.2% +$295 0.03% 175
2023
Q1 		$150K Sell
3,991
-83
-2% -$3.12K 0.04% 160
2022
Q4 		$161K Buy
4,074
+46
+1% +$1.74K 0.04% 150
2022
Q3 		$147K Buy
4,028
+41
+1% +$1.65K 0.04% 152
2022
Q2 		$154K Buy
3,987
+40
+1% +$1.59K 0.04% 149
2022
Q1 		$161K Buy
3,947
+43
+1% +$1.63K 0.04% 142
2021
Q4 		$150K Buy
3,904
+46
+1% +$1.61K 0.04% 155
2021
Q3 		$127K Buy
3,858
+45
+1% +$1.55K 0.03% 165
2021
Q2 		$128K Buy
3,813
+47
+1% +$1.58K 0.03% 158
2021
Q1 		$122 Buy
3,766
+48
+1% +$1.51K 0.04% 159
2020
Q4 		$118K Buy
3,718
+46
+1% +$1.49K 0.04% 161
2020
Q3 		$110K Buy
3,672
+43
+1% +$1.35K 0.04% 153
2020
Q2 		$110K Buy
3,629
+43
+1% +$1.33K 0.04% 152
2020
Q1 		$110K Buy
3,586
+30
+0.8% +$1.21K 0.05% 147
2019
Q4 		$158K Buy
+3,556
New +$154K 0.07% 136

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sugarloaf Wealth Management's OGE Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its OGE Energy (OGE) stake by 15% in Q4 2024, selling an estimated $20.9K and leaving 2,777 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #221.

Sugarloaf Wealth Management first reported a position in OGE in Q4 2019 and has held it in 21 quarters since. The position peaked at $161K in Q4 2022. 541 funds tracked by Wall St. Rank hold OGE as of Q4 2024.

  • Sugarloaf Wealth Management held 2,777 shares of OGE Energy worth $115K as of Q4 2024.
  • Sugarloaf Wealth Management sold 503 OGE Energy shares in Q4 2024, an estimated $20.9K.
  • OGE Energy made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #221 holding.
  • Sugarloaf Wealth Management first reported a position in OGE Energy in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's OGE Energy position peaked at $161K in Q4 2022.
  • 541 funds tracked by Wall St. Rank held OGE Energy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.