Position in OGE
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$12,354,968
+$1,694,803 QoQ
Shares Held
253,904
+14.2% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#82
of 644 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 5%
Shared 1%
None 94%
Common Shares in OGE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $534,989,916 across 36 Utilities - Regulated Electric names. OGE ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,531,453 | $222,185,628 | |
| 2 | DUK |
Duke Energy CORP
|
303,446 | $38,410,193 | |
| 3 | SO |
Southern Co
|
243,080 | $23,265,186 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
189,670 | $22,147,765 | |
| 5 | ED |
Consolidated Edison Inc
|
190,497 | $21,074,682 | |
| 6 | AEP |
American Electric Power Co Inc
|
131,046 | $17,928,402 | |
| 7 | D |
Dominion Energy, Inc
|
234,988 | $16,047,330 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
163,409 | $13,262,274 |
All Filings in OGE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,354,968 | 253,904 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $10,660,165 | 222,272 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $876,844 | 20,535 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $836,468 | 18,078 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $840,113 | 18,930 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $825,119 | 17,953 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $644,654 | 15,628 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $907,402 | 22,121 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $540,283 | 15,134 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $512,613 | 14,945 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $490,521 | 14,043 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $200,665 | 5,588 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $218,879 | 5,812 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||