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SYSTM Wealth Solutions’s OGE Energy OGE Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-214
Closed -$7.64K – 464
2024
Q2 		$7.64K Sell
214
-1,054
-83% -$37K ﹤0.01% 518
2024
Q1 		$43.5K Buy
1,268
+165
+15% +$5.54K 0.01% 601
2023
Q4 		$38.5K Buy
+1,103
New +$38.1K 0.01% 626

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SYSTM Wealth Solutions's OGE Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of OGE Energy (OGE) in Q3 2024, closing a stake of 214 shares — an estimated $7.64K sold.

SYSTM Wealth Solutions first reported a position in OGE in Q4 2023 and held it in 3 quarters. The position peaked at $43.5K in Q1 2024. 523 funds tracked by Wall St. Rank hold OGE as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining OGE Energy position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 214 OGE Energy shares in Q3 2024, an estimated $7.64K.
  • SYSTM Wealth Solutions first reported a position in OGE Energy in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's OGE Energy position peaked at $43.5K in Q1 2024.
  • 523 funds tracked by Wall St. Rank held OGE Energy as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.