Tarbox Family Office’s OGE Energy OGE Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-112	Closed	-$5K	–	707
2022 Q1	$5K	Hold	112	–	–	﹤0.01%	541
2021 Q4	$4K	Hold	112	–	–	﹤0.01%	684
2021 Q3	$4K	Hold	112	–	–	﹤0.01%	720
2021 Q2	$4K	Hold	112	–	–	﹤0.01%	733
2021 Q1	$4K	Hold	112	–	–	﹤0.01%	661
2020 Q4	$4K	Hold	112	–	–	﹤0.01%	612
2020 Q3	$3K	Hold	112	–	–	﹤0.01%	642
2020 Q2	$3K	Buy	+112	New	+$3.46K	﹤0.01%	651

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

First Trust Advisors

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return