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TriaGen Wealth Management’s OGE Energy OGE Stock Holding History

TriaGen 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
2022
Q2 		– Sell
-48,254
Closed -$1.97M – 184
2022
Q1 		$1.97M Buy
+48,254
New +$1.83M 1.02% 32

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
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
ZP
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
DPIM
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

TriaGen Wealth Management's OGE Position: Q2 2022 in Review

TriaGen Wealth Management sold out of OGE Energy (OGE) in Q2 2022, closing a stake of 48,254 shares — an estimated $1.97M sold.

TriaGen Wealth Management first reported a position in OGE in Q1 2022 and held it in 1 quarter. The position peaked at $1.97M in Q1 2022. 452 funds tracked by Wall St. Rank hold OGE as of Q2 2022.

  • TriaGen Wealth Management reported no remaining OGE Energy position as of Q2 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 48,254 OGE Energy shares in Q2 2022, an estimated $1.97M.
  • TriaGen Wealth Management first reported a position in OGE Energy in Q1 2022 and held it in 1 quarter.
  • TriaGen Wealth Management's OGE Energy position peaked at $1.97M in Q1 2022.
  • 452 funds tracked by Wall St. Rank held OGE Energy as of Q2 2022.

Based on TriaGen Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.