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V Wealth Advisors’s OGE Energy OGE Stock Holding History

V 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
2022
Q4 		– Sell
-17,316
Closed -$631K – 393
2022
Q3 		$631K Buy
17,316
+2,030
+13% +$81.9K 0.13% 161
2022
Q2 		$590K Buy
+15,286
New +$608K 0.11% 193

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

V Wealth Advisors's OGE Position: Q4 2022 in Review

V Wealth Advisors sold out of OGE Energy (OGE) in Q4 2022, closing a stake of 17,316 shares — an estimated $631K sold.

V Wealth Advisors first reported a position in OGE in Q2 2022 and held it in 2 quarters. The position peaked at $631K in Q3 2022. 489 funds tracked by Wall St. Rank hold OGE as of Q4 2022.

  • V Wealth Advisors reported no remaining OGE Energy position as of Q4 2022 after selling out during the quarter.
  • V Wealth Advisors sold 17,316 OGE Energy shares in Q4 2022, an estimated $631K.
  • V Wealth Advisors first reported a position in OGE Energy in Q2 2022 and held it in 2 quarters.
  • V Wealth Advisors's OGE Energy position peaked at $631K in Q3 2022.
  • 489 funds tracked by Wall St. Rank held OGE Energy as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.