Position in OGE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$24,895,009
+$5,036,139 QoQ
Shares Held
511,612
+23.6% QoQ
Ownership
0.248%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#57
of 644 holders
Holding Since
Dec 2020
23 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, 2026AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. OGE ranks #9 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
371,977 | $50,890,137 | |
| 2 | D |
Dominion Energy, Inc
|
472,104 | $32,239,945 | |
| 3 | ES |
Eversource Energy
|
443,297 | $32,037,042 | |
| 4 | CMS |
Cms Energy Corp
|
400,653 | $30,649,933 | |
| 5 | EIX |
Edison International
|
389,463 | $28,995,491 | |
| 6 | EXC |
Exelon Corp
|
581,581 | $27,113,268 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
230,106 | $26,869,439 | |
| 8 | LNT |
Alliant Energy Corp
|
340,356 | $25,965,730 |
All Filings in OGE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,895,009 | 511,612 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $19,858,870 | 414,072 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $15,660,544 | 366,758 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $16,494,537 | 356,485 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $15,108,129 | 340,427 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $15,299,789 | 332,894 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,163,757 | 270,637 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $10,808,308 | 263,489 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $9,702,821 | 271,788 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $9,506,578 | 277,160 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $10,776,778 | 308,525 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,788,587 | 443,702 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $17,173,059 | 478,225 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $15,008,413 | 398,524 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $13,964,393 | 353,082 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,529,477 | 261,368 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,746,573 | 174,963 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,561,039 | 111,845 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,539,441 | 92,221 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,605,520 | 79,051 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,058,639 | 61,178 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,084,415 | 33,511 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $843,620 | 26,479 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||