Position in OGE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,096,803
+$3,109,607 QoQ
Shares Held
207,497
+42.4% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#97
of 644 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OGE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Creative Planning holds $823,034,542 across 36 Utilities - Regulated Electric names. OGE ranks #25 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,998 | $91,807,244 | |
| 2 | DUK |
Duke Energy CORP
|
498,222 | $63,064,939 | |
| 3 | AEP |
American Electric Power Co Inc
|
453,339 | $62,021,307 | |
| 4 | SO |
Southern Co
|
625,306 | $59,848,036 | |
| 5 | EVRG |
Evergy, Inc.
|
536,615 | $46,379,634 | |
| 6 | XEL |
Xcel Energy Inc
|
534,313 | $42,905,333 | |
| 7 | ED |
Consolidated Edison Inc
|
386,650 | $42,775,088 | |
| 8 | D |
Dominion Energy, Inc
|
490,357 | $33,486,479 |
All Filings in OGE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,096,803 | 207,497 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,987,196 | 145,688 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,288,608 | 123,855 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,687,323 | 122,916 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,405,084 | 121,791 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,487,624 | 119,400 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,990,260 | 120,976 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,053,130 | 123,187 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,151,659 | 116,293 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,199,400 | 93,277 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,819,898 | 80,730 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,850,714 | 115,533 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,012,669 | 83,895 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,278,980 | 87,068 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,354,947 | 84,828 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,251,648 | 89,184 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,380,400 | 87,666 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,642,999 | 89,333 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,699,274 | 44,275 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,478,223 | 44,849 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,506,779 | 44,778 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,808,470 | 55,886 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,973,854 | 61,954 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,267,977 | 42,280 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,347,133 | 44,372 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,937,618 | 63,053 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||