Position in OGE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$228,118
+$3,282 QoQ
Shares Held
4,688
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#453
of 642 holders
Holding Since
Dec 2024
7 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, 2026Forge Financial Services LLC holds $437,451 across 2 Utilities - Regulated Electric names. OGE ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
This page
|
4,688 | $228,118 | |
| 2 | EVRG |
Evergy, Inc.
|
2,422 | $209,333 |
All Filings in OGE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,118 | 4,688 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $224,836 | 4,688 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $200,177 | 4,688 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $228,990 | 4,949 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $219,636 | 4,949 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $227,456 | 4,949 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $204,146 | 4,949 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||