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VisionPoint Advisory Group’s OGE Energy OGE Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-348
Closed -$12.4K – 607
2024
Q2 		$12.4K Sell
348
-264
-43% -$9.27K ﹤0.01% 476
2024
Q1 		$21K Buy
612
+26
+4% +$873 0.01% 375
2023
Q4 		$20.5K Sell
586
-18
-3% -$621 0.01% 351
2023
Q3 		$20.1K Buy
604
+308
+104% +$10.8K 0.01% 376
2023
Q2 		$10.6K Buy
+296
New +$10.9K ﹤0.01% 390

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VisionPoint Advisory Group's OGE Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of OGE Energy (OGE) in Q3 2024, closing a stake of 348 shares — an estimated $12.4K sold.

VisionPoint Advisory Group first reported a position in OGE in Q2 2023 and held it in 5 quarters. The position peaked at $21K in Q1 2024. 523 funds tracked by Wall St. Rank hold OGE as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining OGE Energy position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 348 OGE Energy shares in Q3 2024, an estimated $12.4K.
  • VisionPoint Advisory Group first reported a position in OGE Energy in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's OGE Energy position peaked at $21K in Q1 2024.
  • 523 funds tracked by Wall St. Rank held OGE Energy as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.