Position in OGE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$126,759
+$1,824 QoQ
Shares Held
2,605
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#483
of 639 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $693,949 across 10 Utilities - Regulated Electric names. OGE ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,302 | $164,807 | |
| 2 | NEE |
Nextera Energy Inc
|
1,494 | $131,128 | |
| 3 | OGE |
Oge Energy Corp.
This page
|
2,605 | $126,759 | |
| 4 | EVRG |
Evergy, Inc.
|
872 | $75,366 | |
| 5 | AEP |
American Electric Power Co Inc
|
506 | $69,225 | |
| 6 | ES |
Eversource Energy
|
850 | $61,429 | |
| 7 | SO |
Southern Co
|
453 | $43,356 | |
| 8 | DTE |
Dte Energy Co
|
100 | $15,237 |
All Filings in OGE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,759 | 2,605 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $124,935 | 2,605 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $111,233 | 2,605 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $120,533 | 2,605 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $115,609 | 2,605 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $119,725 | 2,605 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $107,456 | 2,605 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $106,857 | 2,605 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $92,998 | 2,605 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $89,351 | 2,605 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $90,992 | 2,605 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $86,824 | 2,605 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $93,545 | 2,605 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $98,104 | 2,605 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $103,027 | 2,605 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $94,978 | 2,605 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $100,448 | 2,605 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $106,231 | 2,605 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $99,979 | 2,605 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||