Position in OGE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$133,842,636
+$4,911,435 QoQ
Shares Held
2,750,568
+2.3% QoQ
Ownership
1.33%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#11
of 644 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 9%
None 5%
Common Shares in OGE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,744,083,300 across 37 Utilities - Regulated Electric names. OGE ranks #18 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in OGE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,842,636 | 2,750,568 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $128,931,201 | 2,688,307 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $113,743,319 | 2,663,778 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $120,947,880 | 2,613,959 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $114,447,009 | 2,578,797 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $112,085,591 | 2,438,764 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $94,912,413 | 2,300,907 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $89,401,488 | 2,179,461 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $78,453,781 | 2,197,585 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $57,138,824 | 1,665,855 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $49,588,372 | 1,419,650 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $42,501,181 | 1,275,163 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $37,932,089 | 1,056,310 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $39,160,334 | 1,039,839 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $40,428,996 | 1,022,225 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $40,525,689 | 1,111,511 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $42,388,466 | 1,099,286 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $44,513,735 | 1,091,558 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $42,056,151 | 1,095,783 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $34,013,830 | 1,031,973 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $31,048,619 | 922,693 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $29,706,512 | 918,001 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $31,715,291 | 995,458 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $29,388,700 | 979,950 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $29,872,539 | 983,944 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $29,236,860 | 951,411 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||