Position in OGE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$526,504
+$218,467 QoQ
Shares Held
10,978
+52.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OGE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CAPITAL ADVISORS INC/OK holds $104,495,648 across 7 Utilities - Regulated Electric names. OGE ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,039,289 | $100,312,174 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,558 | $1,121,782 | |
| 3 | NEE |
Nextera Energy Inc
|
9,328 | $866,384 | |
| 4 | DUK |
Duke Energy CORP
|
6,258 | $819,422 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,156 | $596,910 | |
| 6 | OGE |
Oge Energy Corp.
This page
|
10,978 | $526,504 | |
| 7 | ETR |
Entergy Corp /De/
|
2,247 | $252,472 |
All Filings in OGE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $526,504 | 10,978 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $308,037 | 7,214 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $333,791 | 7,214 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $324,595 | 7,314 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $430,231 | 9,361 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $448,016 | 10,861 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $263,102 | 6,414 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $229,194 | 6,420 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $231,284 | 6,743 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $235,323 | 6,737 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $233,843 | 7,016 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $251,944 | 7,016 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $264,222 | 7,016 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $266,448 | 6,737 | Shares | Sole | 2023-01-17 | |
| 2022-06-30 | $242,850 | 6,298 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $256,220 | 6,283 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $252,847 | 6,588 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $216,613 | 6,572 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $220,609 | 6,556 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $211,634 | 6,540 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $211,932 | 6,652 | Shares | Sole | 2021-02-08 | |
| 2020-06-30 | $189,324 | 6,236 | Shares | Sole | 2020-09-02 | |
| No filing history on record for this holder in this stock. | ||||||