Wealthspire Advisors (Maryland)’s OGE Energy OGE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-3,078	Closed	-$133K	–	1511
2019 Q1	$133K	Buy	3,078 +676	+28%	+$28K	0.01%	551
2018 Q4	$94K	Buy	2,402 +1,916	+394%	+$73.5K	0.01%	623
2018 Q3	$18K	Hold	486	–	–	﹤0.01%	1343
2018 Q2	$17K	Sell	486 -23	-5%	-$773	﹤0.01%	1380
2018 Q1	$17K	Buy	509 +282	+124%	+$8.9K	﹤0.01%	1349
2017 Q4	$7K	Buy	227 +40	+21%	+$1.41K	﹤0.01%	1728
2017 Q3	$7K	Sell	187 -6	-3%	-$214	﹤0.01%	1694
2017 Q2	$7K	Hold	193	–	–	﹤0.01%	1663
2017 Q1	$7K	Buy	193 +67	+53%	+$2.33K	﹤0.01%	1454
2016 Q4	$4K	Hold	126	–	–	﹤0.01%	1430
2016 Q3	$4K	Hold	126	–	–	﹤0.01%	1436
2016 Q2	$4K	Hold	126	–	–	﹤0.01%	1387
2016 Q1	$4K	Hold	126	–	–	﹤0.01%	1402
2015 Q4	$3K	Buy	+126	New	+$3.38K	﹤0.01%	1471

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OGE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of OGE Energy (OGE) in Q2 2019, closing a stake of 3,078 shares — an estimated $133K sold.

Wealthspire Advisors (Maryland) first reported a position in OGE in Q4 2015 and held it in 14 quarters. The position peaked at $133K in Q1 2019. 457 funds tracked by Wall St. Rank hold OGE as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining OGE Energy position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 3,078 OGE Energy shares in Q2 2019, an estimated $133K.
Wealthspire Advisors (Maryland) first reported a position in OGE Energy in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s OGE Energy position peaked at $133K in Q1 2019.
457 funds tracked by Wall St. Rank held OGE Energy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.