Position in OGE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,825,376
+$1,158,229 QoQ
Shares Held
284,122
+7.6% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#75
of 644 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in OGE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,136,978 across 37 Utilities - Regulated Electric names. OGE ranks #24 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in OGE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,825,376 | 284,122 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,667,147 | 264,119 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,043,244 | 258,624 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,616,176 | 251,052 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,795,479 | 243,251 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,625,446 | 231,189 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,313,483 | 201,539 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,926,950 | 193,246 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,810,267 | 218,775 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,438,418 | 187,709 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,937,447 | 198,610 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,007,899 | 180,255 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,482,236 | 152,666 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,793,553 | 127,285 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,978,395 | 125,876 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,520,383 | 123,982 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,809,588 | 124,730 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,281,187 | 178,548 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,708,420 | 122,679 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,998,773 | 121,322 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,793,431 | 112,732 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,428,056 | 105,935 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,413,129 | 107,129 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,743,665 | 91,486 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,137,252 | 70,397 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,991,918 | 64,820 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||