Position in OGE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$279,649
+$4,023 QoQ
Shares Held
5,747
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#429
of 642 holders
Holding Since
Mar 2020
16 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, 2026Disciplined Investments, LLC holds $489,062 across 2 Utilities - Regulated Electric names. OGE ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
This page
|
5,747 | $279,649 | |
| 2 | SO |
Southern Co
|
2,188 | $209,413 |
All Filings in OGE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,649 | 5,747 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $275,626 | 5,747 | Shares | Defined | 2026-05-12 | |
| 2023-06-30 | $123,853 | 3,449 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $167,474 | 4,447 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $136,407 | 3,449 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $162,392 | 4,454 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $172,517 | 4,474 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $189,382 | 4,644 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $80,521 | 2,098 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $39,486 | 1,198 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $40,312 | 1,198 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $38,767 | 1,198 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,511 | 173 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $35,178 | 1,173 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $35,612 | 1,173 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $36,814 | 1,198 | Shares | Sole | 2020-05-19 | |
| No filing history on record for this holder in this stock. | ||||||