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Wipfli Financial Advisors’s OGE Energy OGE Stock Holding History

Wipfli Financial 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
2022
Q3 		$75K Buy
+2,068
New +$83.4K 0.01% 876

Other funds holding OGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wipfli Financial Advisors's OGE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in OGE Energy (OGE) in Q3 2022: 2,068 shares worth $75K. The stake represents 0.01% of the portfolio and ranks #876 among its holdings.

447 funds tracked by Wall St. Rank hold OGE as of Q3 2022.

  • Wipfli Financial Advisors held 2,068 shares of OGE Energy worth $75K as of Q3 2022.
  • OGE Energy was a new Wipfli Financial Advisors position in Q3 2022.
  • OGE Energy made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #876 holding.
  • 447 funds tracked by Wall St. Rank held OGE Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.