Position in OGE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,078,085
-$100,368 QoQ
Shares Held
63,257
-4.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#162
of 639 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OGE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JBR Co Financial Management Inc holds $4,260,089 across 2 Utilities - Regulated Electric names. OGE ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
This page
|
63,257 | $3,078,085 | |
| 2 | DUK |
Duke Energy CORP
|
9,338 | $1,182,004 |
All Filings in OGE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,078,085 | 63,257 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,178,453 | 66,273 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,829,857 | 66,273 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $3,205,354 | 69,275 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,059,823 | 68,946 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,465,200 | 75,396 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,068,793 | 74,395 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,016,815 | 73,545 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,606,814 | 73,020 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,175,477 | 63,425 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,282,535 | 65,346 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||