U.S. Capital Wealth Advisors’s OGE Energy OGE Stock Holding History

U.S. Capital 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
2023 Q2	–	Sell	-10,557	Closed	-$398K	–	684
2023 Q1	$398K	Buy	10,557 +157	+2%	+$5.91K	0.02%	477
2022 Q4	$411K	Hold	10,400	–	–	0.02%	489
2022 Q3	$379K	Hold	10,400	–	–	0.02%	491
2022 Q2	$401K	Hold	10,400	–	–	0.02%	507
2022 Q1	$424K	Hold	10,400	–	–	0.02%	545
2021 Q4	$399K	Hold	10,400	–	–	0.02%	553
2021 Q3	$343K	Buy	+10,400	New	+$359K	0.01%	584

Other funds holding OGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CIA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

U.S. Capital Wealth Advisors's OGE Position: Q2 2023 in Review

U.S. Capital Wealth Advisors sold out of OGE Energy (OGE) in Q2 2023, closing a stake of 10,557 shares — an estimated $398K sold.

U.S. Capital Wealth Advisors first reported a position in OGE in Q3 2021 and held it in 7 quarters. The position peaked at $424K in Q1 2022. 456 funds tracked by Wall St. Rank hold OGE as of Q2 2023.

U.S. Capital Wealth Advisors reported no remaining OGE Energy position as of Q2 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 10,557 OGE Energy shares in Q2 2023, an estimated $398K.
U.S. Capital Wealth Advisors first reported a position in OGE Energy in Q3 2021 and held it in 7 quarters.
U.S. Capital Wealth Advisors's OGE Energy position peaked at $424K in Q1 2022.
456 funds tracked by Wall St. Rank held OGE Energy as of Q2 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.