Plan Group Financial, LLC

Position in OGE — Oge Energy Corp.

CIK 1940033 OKLAHOMA CITY, OK

Position in OGE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$729,900

-$23,839 QoQ

Shares Held

15,000

-4.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#293

of 639 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Plan Group Financial, LLC holds $17,910,569 across 8 Utilities - Regulated Electric names. OGE ranks #6 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	37,485	$3,587,689
2	AEP	American Electric Power Co Inc	26,185	$3,582,369
3	D	Dominion Energy, Inc	46,094	$3,147,759
4	DUK	Duke Energy CORP	24,369	$3,084,628
5	PPL	PPL Corp	81,333	$2,956,454
6	OGE	Oge Energy Corp. This page	15,000	$729,900
7	EIX	Edison International	7,403	$551,153
8	AEE	Ameren Corp	2,394	$270,617

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$729,900	15,000	-4.6%	Shares	Sole	2026-08-03
2026-03-31	$753,739	15,716	-5.9%	Shares	Sole	2026-04-13
2025-12-31	$713,218	16,703	-4.5%	Shares	Sole	2026-02-03
2025-09-30	$809,493	17,495	+98.5%	Shares	Sole	2025-10-27
2025-06-30	$391,165	8,814	-4.2%	Shares	Sole	2025-08-13
2025-03-31	$422,694	9,197	+66.1%	Shares	Sole	2025-05-09
2024-12-31	$228,401	5,537	+0.4%	Shares	Sole	2025-01-31
2024-09-30	$226,307	5,517	-39.0%	Shares	Sole	2024-10-22
2024-03-31	$310,243	9,045	-3.7%	Shares	Sole	2024-04-26
2023-12-31	$328,097	9,393	-0.5%	Shares	Sole	2024-01-29
2023-09-30	$314,635	9,440	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.