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TRUE Private Wealth Advisors’s OGE Energy OGE Stock Holding History

TRUE Private Wealth Advisors’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
2021
Q1 		– Sell
-600
Closed -$19K – 548
2020
Q4 		$19K Hold
600
– – ﹤0.01% 454
2020
Q3 		$17K Hold
600
– – ﹤0.01% 425
2020
Q2 		$18K Hold
600
– – ﹤0.01% 423
2020
Q1 		$18K Hold
600
– – ﹤0.01% 390
2019
Q4 		$26K Buy
+600
New +$25.9K ﹤0.01% 449
2019
Q3 		– Sell
-600
Closed -$25K – 564
2019
Q2 		$25K Buy
+600
New +$25.4K ﹤0.01% 429
2018
Q4 		– Sell
-600
Closed -$21.8K – 706
2018
Q3 		$21.8K Buy
+600
New +$21.8K ﹤0.01% 587

Other funds holding OGE

BlackRock
BlackRock New York $5.7T 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return