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WealthPLAN Partners’s OGE Energy OGE Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-104
Closed -$3.73K – 860
2023
Q2 		$3.73K Hold
104
– – ﹤0.01% 962
2023
Q1 		$3.91K Buy
+104
New +$3.91K ﹤0.01% 1037

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's OGE Position: Q3 2023 in Review

WealthPLAN Partners sold out of OGE Energy (OGE) in Q3 2023, closing a stake of 104 shares — an estimated $3.73K sold.

WealthPLAN Partners first reported a position in OGE in Q1 2023 and held it in 2 quarters. The position peaked at $3.91K in Q1 2023. 457 funds tracked by Wall St. Rank hold OGE as of Q3 2023.

  • WealthPLAN Partners reported no remaining OGE Energy position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 104 OGE Energy shares in Q3 2023, an estimated $3.73K.
  • WealthPLAN Partners first reported a position in OGE Energy in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's OGE Energy position peaked at $3.91K in Q1 2023.
  • 457 funds tracked by Wall St. Rank held OGE Energy as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.