TFO Wealth Partners’s OGE Energy OGE Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-13	Closed	-$454	–	889
2023 Q4	$454	Hold	13	–	–	﹤0.01%	356
2023 Q3	$467	Buy	+13	New	+$455	﹤0.01%	475

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TFO Wealth Partners's OGE Position: Q1 2024 in Review

TFO Wealth Partners sold out of OGE Energy (OGE) in Q1 2024, closing a stake of 13 shares — an estimated $454 sold.

TFO Wealth Partners first reported a position in OGE in Q3 2023 and held it in 2 quarters. The position peaked at $467 in Q3 2023. 482 funds tracked by Wall St. Rank hold OGE as of Q1 2024.

TFO Wealth Partners reported no remaining OGE Energy position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 13 OGE Energy shares in Q1 2024, an estimated $454.
TFO Wealth Partners first reported a position in OGE Energy in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's OGE Energy position peaked at $467 in Q3 2023.
482 funds tracked by Wall St. Rank held OGE Energy as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.