Position in OGE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$938,554
-$12,109 QoQ
Shares Held
19,288
-2.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#266
of 639 holders
Holding Since
Mar 2023
14 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, 2026Everhart Financial Group, Inc. holds $8,345,712 across 12 Utilities - Regulated Electric names. OGE ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,468 | $1,578,199 | |
| 2 | NEE |
Nextera Energy Inc
|
16,849 | $1,478,836 | |
| 3 | IDA |
Idacorp Inc
|
6,843 | $1,035,345 | |
| 4 | OGE |
Oge Energy Corp.
This page
|
19,288 | $938,554 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,484 | $750,266 | |
| 6 | FE |
Firstenergy Corp
|
14,001 | $665,607 | |
| 7 | D |
Dominion Energy, Inc
|
8,151 | $556,631 | |
| 8 | SO |
Southern Co
|
4,003 | $383,127 |
All Filings in OGE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,554 | 19,288 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $950,663 | 19,822 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $801,521 | 18,771 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $968,014 | 20,921 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $878,945 | 19,805 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $834,357 | 18,154 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $596,598 | 14,463 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $549,257 | 13,390 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $392,057 | 10,982 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $335,076 | 9,769 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $356,705 | 10,212 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $223,044 | 6,692 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $263,040 | 7,325 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $250,439 | 6,650 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||