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Tradition Wealth Management’s OGE Energy OGE Stock Holding History

Tradition 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
2024
Q1 		– Sell
-88
Closed -$3K – 921
2023
Q4 		$3K Hold
88
– – ﹤0.01% 1245
2023
Q3 		$3K Hold
88
– – ﹤0.01% 1316
2023
Q2 		$3K Hold
88
– – ﹤0.01% 1344
2023
Q1 		$3K Buy
+88
New +$3.31K ﹤0.01% 1257

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Boston Partners
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tradition Wealth Management's OGE Position: Q1 2024 in Review

Tradition Wealth Management sold out of OGE Energy (OGE) in Q1 2024, closing a stake of 88 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in OGE in Q1 2023 and held it in 4 quarters. The position peaked at $3K in Q4 2023. 482 funds tracked by Wall St. Rank hold OGE as of Q1 2024.

  • Tradition Wealth Management reported no remaining OGE Energy position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 88 OGE Energy shares in Q1 2024, an estimated $3K.
  • Tradition Wealth Management first reported a position in OGE Energy in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's OGE Energy position peaked at $3K in Q4 2023.
  • 482 funds tracked by Wall St. Rank held OGE Energy as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.