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Sutton Wealth Advisors’s OGE Energy OGE Stock Holding History

Sutton Wealth 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
Q1 		– Sell
-27
Closed -$1.07K – 1316
2022
Q4 		$1.07K Hold
27
– – ﹤0.01% 1303
2022
Q3 		$984 Buy
27
+5
+23% +$202 ﹤0.01% 1301
2022
Q2 		$848 Hold
22
– – ﹤0.01% 1328
2022
Q1 		$897 Hold
22
– – ﹤0.01% 1370
2021
Q4 		$844 Buy
+22
New +$771 ﹤0.01% 1371

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Sutton Wealth Advisors's OGE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of OGE Energy (OGE) in Q1 2023, closing a stake of 27 shares — an estimated $1.07K sold.

Sutton Wealth Advisors first reported a position in OGE in Q4 2021 and held it in 5 quarters. The position peaked at $1.07K in Q4 2022. 462 funds tracked by Wall St. Rank hold OGE as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining OGE Energy position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 27 OGE Energy shares in Q1 2023, an estimated $1.07K.
  • Sutton Wealth Advisors first reported a position in OGE Energy in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's OGE Energy position peaked at $1.07K in Q4 2022.
  • 462 funds tracked by Wall St. Rank held OGE Energy as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.