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WFG Advisors’s OGE Energy OGE Stock Holding History

WFG 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
2017
Q2 		$152K Sell
4,358
-3,236
-43% -$113K 0.03% 429
2017
Q1 		$266K Sell
7,594
-778
-9% -$27.1K 0.07% 278
2016
Q4 		$280K Sell
8,372
-663
-7% -$20.9K 0.07% 295
2016
Q3 		$286K Buy
9,035
+22
+0.2% +$696 0.07% 278
2016
Q2 		$295K Sell
9,013
-3,890
-30% -$116K 0.08% 247
2016
Q1 		$369K Buy
12,903
+27
+0.2% +$711 0.11% 201
2015
Q4 		$338K Buy
12,876
+25
+0.2% +$671 0.1% 211
2015
Q3 		$352K Sell
12,851
-482
-4% -$13.7K 0.11% 194
2015
Q2 		$381K Buy
13,333
+1,019
+8% +$31.7K 0.11% 212
2015
Q1 		$389K Buy
12,314
+17
+0.1% +$570 0.11% 212
2014
Q4 		$436K Sell
12,297
-1,137
-8% -$41.1K 0.09% 251
2014
Q3 		$499K Sell
13,434
-92
-0.7% -$3.39K 0.1% 257
2014
Q2 		$529K Buy
13,526
+8,719
+181% +$319K 0.1% 243
2014
Q1 		$177K Sell
4,807
-9,941
-67% -$348K 0.04% 466
2013
Q4 		$500K Sell
14,748
-2,842
-16% -$102K 0.07% 311
2013
Q3 		$635K Sell
17,590
-704
-4% -$25.4K 0.1% 233
2013
Q2 		$624K Buy
+18,294
New +$636K 0.1% 228

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

WFG Advisors's OGE Position: Q2 2017 in Review

WFG Advisors reduced its OGE Energy (OGE) stake by 43% in Q2 2017, selling an estimated $113K and leaving 4,358 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #429.

WFG Advisors first reported a position in OGE in Q2 2013 and has held it in 17 quarters since. The position peaked at $635K in Q3 2013. 374 funds tracked by Wall St. Rank hold OGE as of Q2 2017.

  • WFG Advisors held 4,358 shares of OGE Energy worth $152K as of Q2 2017.
  • WFG Advisors sold 3,236 OGE Energy shares in Q2 2017, an estimated $113K.
  • OGE Energy made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #429 holding.
  • WFG Advisors first reported a position in OGE Energy in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's OGE Energy position peaked at $635K in Q3 2013.
  • 374 funds tracked by Wall St. Rank held OGE Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.