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Widmann Financial Services’s OGE Energy OGE Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-1,522
Closed -$58K – 330
2021
Q4 		$58K Buy
+1,522
New +$53.3K 0.05% 168

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Widmann Financial Services's OGE Position: Q1 2022 in Review

Widmann Financial Services sold out of OGE Energy (OGE) in Q1 2022, closing a stake of 1,522 shares — an estimated $58K sold.

Widmann Financial Services first reported a position in OGE in Q4 2021 and held it in 1 quarter. The position peaked at $58K in Q4 2021. 468 funds tracked by Wall St. Rank hold OGE as of Q1 2022.

  • Widmann Financial Services reported no remaining OGE Energy position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 1,522 OGE Energy shares in Q1 2022, an estimated $58K.
  • Widmann Financial Services first reported a position in OGE Energy in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's OGE Energy position peaked at $58K in Q4 2021.
  • 468 funds tracked by Wall St. Rank held OGE Energy as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.