Position in OGE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$361,154
+$5,195 QoQ
Shares Held
7,422
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#395
of 639 holders
Holding Since
Dec 2022
15 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, 2026Cassaday & Co Wealth Management LLC holds $8,781,343 across 22 Utilities - Regulated Electric names. OGE ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
29,047 | $1,983,619 | |
| 2 | NEE |
Nextera Energy Inc
|
16,440 | $1,442,938 | |
| 3 | DUK |
Duke Energy CORP
|
9,450 | $1,196,181 | |
| 4 | SO |
Southern Co
|
12,313 | $1,178,477 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,829 | $660,655 | |
| 6 | OGE |
Oge Energy Corp.
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|
7,422 | $361,154 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,786 | $307,271 | |
| 8 | EXC |
Exelon Corp
|
6,167 | $287,505 |
All Filings in OGE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,154 | 7,422 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $355,959 | 7,422 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $316,919 | 7,422 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $343,415 | 7,422 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $329,388 | 7,422 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $341,115 | 7,422 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $306,157 | 7,422 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $304,450 | 7,422 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $264,965 | 7,422 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $254,574 | 7,422 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $259,250 | 7,422 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $247,375 | 7,422 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $266,524 | 7,422 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $279,512 | 7,422 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $293,540 | 7,422 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||