TWM
OGE icon

Torch Wealth Management’s OGE Energy OGE Stock Holding History

Torch 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
2019
Q4 		$409K Buy
9,200
+82
+0.9% +$3.54K 0.23% 79
2019
Q3 		$414K Buy
9,118
+76
+0.8% +$3.29K 0.25% 75
2019
Q2 		$385K Buy
9,042
+79
+0.9% +$3.34K 0.23% 76
2019
Q1 		$387K Buy
8,963
+80
+0.9% +$3.31K 0.24% 77
2018
Q4 		$348K Buy
8,883
+88
+1% +$3.38K 0.25% 73
2018
Q3 		$319K Buy
8,795
+80
+0.9% +$2.91K 0.19% 88
2018
Q2 		$307K Buy
8,715
+87
+1% +$2.92K 0.19% 84
2018
Q1 		$283K Buy
8,628
+91
+1% +$2.87K 0.18% 90
2017
Q4 		$281K Buy
8,537
+75
+0.9% +$2.65K 0.17% 93
2017
Q3 		$305K Buy
8,462
+71
+0.8% +$2.53K 0.2% 85
2017
Q2 		$292K Buy
8,391
+73
+0.9% +$2.55K 0.2% 83
2017
Q1 		$291K Sell
8,318
-25
-0.3% -$871 0.19% 88
2016
Q4 		$279K Buy
8,343
+80
+1% +$2.53K 0.2% 86
2016
Q3 		$261K Buy
8,263
+69
+0.8% +$2.18K 0.19% 86
2016
Q2 		$268K Buy
8,194
+75
+0.9% +$2.25K 0.2% 88
2016
Q1 		$232K Buy
8,119
+82
+1% +$2.16K 0.17% 85
2015
Q4 		$211K Buy
8,037
+77
+1% +$2.07K 0.15% 95
2015
Q3 		$218K Buy
7,960
+65
+0.8% +$1.85K 0.17% 92
2015
Q2 		$226K Buy
7,895
+60
+0.8% +$1.87K 0.16% 92
2015
Q1 		$248K Buy
7,835
+54
+0.7% +$1.81K 0.19% 82
2014
Q4 		$276K Buy
7,781
+52
+0.7% +$1.88K 0.21% 80
2014
Q3 		$287K Buy
7,729
+46
+0.6% +$1.69K 0.21% 80
2014
Q2 		$300K Buy
7,683
+7,483
+3,742% +$274K 0.2% 79
2014
Q1 		$7K Sell
200
-100
-33% -$3.5K 0.01% 273
2013
Q4 		$10K Buy
+300
New +$10.7K 0.01% 234

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Torch Wealth Management's OGE Position: Q4 2019 in Review

Torch Wealth Management increased its OGE Energy (OGE) stake by 0.9% in Q4 2019, buying an estimated $3.54K and bringing the position to 9,200 shares worth $409K. The position accounts for 0.23% of the portfolio, ranked #79.

Torch Wealth Management first reported a position in OGE in Q4 2013 and has held it in 25 quarters since. The position peaked at $414K in Q3 2019. 469 funds tracked by Wall St. Rank hold OGE as of Q4 2019.

  • Torch Wealth Management held 9,200 shares of OGE Energy worth $409K as of Q4 2019.
  • Torch Wealth Management bought 82 OGE Energy shares in Q4 2019, an estimated $3.54K.
  • OGE Energy made up 0.23% of Torch Wealth Management's portfolio in Q4 2019, its #79 holding.
  • Torch Wealth Management first reported a position in OGE Energy in Q4 2013 and has held it in 25 quarters since.
  • Torch Wealth Management's OGE Energy position peaked at $414K in Q3 2019.
  • 469 funds tracked by Wall St. Rank held OGE Energy as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.