OGE ENERGY CORP OGE
COM · Common Stock · CUSIP 670837103 · ISIN US6708371033
- SectorUtilities
- IndustryElectric Services
- HeadquartersOklahoma City, OK
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.6m this quarter). Holder counts are more reliable. Shares outstanding: 200.3m as of 2024-01-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $34.92. Options: 6 managers hold calls ($3.1m notional), 5 hold puts ($394.2k).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 446 |
| Q4 2022 | 488 |
| Q1 2023 | 464 |
| Q2 2023 | 456 |
| Q3 2023 | 459 |
| Q4 2023 | 473 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 242 | 151 |
| Q1 2023 | 190 | 210 |
| Q2 2023 | 163 | 222 |
| Q3 2023 | 197 | 204 |
| Q4 2023 | 188 | 211 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $3.4m | $3.2m | 0.94 |
| Q2 2023 | $2.6m | $290.3k | 0.11 |
| Q3 2023 | $2.4m | $56.7k | 0.02 |
| Q4 2023 | $3.1m | $394.2k | 0.13 |
Biggest buyers
| Boston Partners | New | +3.7m |
| T. Rowe Price Investment Management, Inc. | New | +3.1m |
| MORGAN STANLEY | Added | +1.9m |
| JPMORGAN CHASE & CO | Added | +1.3m |
| BlackRock Inc. | Added | +788.7k |
| MILLER HOWARD INVESTMENTS INC /NY | Added | +710.8k |
| Verity & Verity, LLC | Added | +550.3k |
| MACQUARIE GROUP LTD | Added | +508.6k |
| PINEBRIDGE INVESTMENTS, L.P. | Added | +505.7k |
| BARCLAYS PLC | Added | +436.6k |
Biggest sellers
| FMR LLC | Reduced | -3.0m |
| Point72 Asset Management, L.P. | Sold out | -823.1k |
| Allspring Global Investments Holdings, LLC | Reduced | -643.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -574.7k |
| Thrivent Financial for Lutherans | Reduced | -440.6k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -289.5k |
| Invesco Ltd. | Reduced | -287.3k |
| CITADEL ADVISORS LLC | Reduced | -239.2k |
| Hudson Bay Capital Management LP | Reduced | -218.2k |
| REAVES W H & CO INC | Reduced | -212.4k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $1.8m50.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $925.6k26.5k shares |
| SIMPLEX TRADING, LLC | Added | $279.0k8.0k shares |
| GROUP ONE TRADING LLC | Added | $108.3k3.1k shares |
| Twin Tree Management, LP | Unchanged | $7.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $227.0k6.5k shares |
| Walleye Trading LLC | New | $160.7k4.6k shares |
| GROUP ONE TRADING LLC | New | $3.5k100 shares |
| SIMPLEX TRADING, LLC | New | $3.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2022 | 1 | $37.2k | 2 | $247.1k | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $117.3k | — |
| Q1 2023 | 3 | $221.9k | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 24.9m $869.5m | Added +788.7k |
| VANGUARD GROUP INC 0.02% of their portfolio | 21.2m $739.6m | Reduced -60.1k |
| STATE STREET CORP 0.01% of their portfolio | 6.7m $232.9m | Added +305.2k |
| ClearBridge Investments Ltd 6.40% of their portfolio | 6.5m $228.4m | Reduced -147.1k |
| MORGAN STANLEY 0.01% of their portfolio | 3.8m $133.3m | Added +1.9m |
| Boston Partners 0.17% of their portfolio | 3.7m $128.4m | New |
| THOMPSON SIEGEL & WALMSLEY LLC 1.79% of their portfolio | 3.2m $111.0m | Added +93.9k |
| T. Rowe Price Investment Management, Inc. 0.07% of their portfolio | 3.1m $109.6m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.1m $108.2m | Added +99.4k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.9m $99.8m | Added +40.7k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.8m $96.4m | Added +222.1k |
| FIRST TRUST ADVISORS LP 0.10% of their portfolio | 2.6m $90.7m | Reduced -22.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.3m $81.9m | Added +1.3m |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.98% of their portfolio | 2.3m $81.7m | Unchanged |
| FMR LLC 0.01% of their portfolio | 2.3m $80.7m | Reduced -3.0m |
| MACQUARIE GROUP LTD 0.09% of their portfolio | 2.3m $79.5m | Added +508.6k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.9m $65.4m | Added +59.3k |
| Artisan Partners Limited Partnership 0.09% of their portfolio | 1.7m $59.3m | Reduced -74.6k |
| REAVES W H & CO INC 2.01% of their portfolio | 1.6m $55.3m | Reduced -212.4k |
| Invesco Ltd. 0.01% of their portfolio | 1.6m $54.3m | Reduced -287.3k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.94% of their portfolio | 1.5m $52.0m | Reduced -139.7k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.4m $49.6m | Added +144.5k |
| NORGES BANK 0.01% of their portfolio | 1.4m $49.3m | Added +313.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 1.4m $48.4m | Reduced -3.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.3m $45.7m | Added +43.7k |
| CI INVESTMENTS INC. 0.22% of their portfolio | 1.2m $42.2m | Reduced -21.2k |
| JUPITER ASSET MANAGEMENT LTD 0.42% of their portfolio | 1.2m $42.1m | Reduced -15.6k |
| Legal & General Group Plc 0.01% of their portfolio | 1.1m $39.2m | Added +84.2k |
| GABELLI FUNDS LLC 0.30% of their portfolio | 1.1m $39.1m | Reduced -3.5k |
| California Public Employees Retirement System 0.03% of their portfolio | 1.1m $38.3m | Added +48.6k |
| ASSETMARK, INC 0.13% of their portfolio | 1.0m $35.8m | Added +17.5k |
| Verity & Verity, LLC 2.05% of their portfolio | 1.0m $35.5m | Added +550.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 888.0k $31.0m | Reduced -25.3k |
| ProShare Advisors LLC 0.09% of their portfolio | 873.9k $30.5m | Reduced -85.1k |
| OLD REPUBLIC INTERNATIONAL CORP 1.14% of their portfolio | 862.5k $30.1m | Unchanged |
| MILLER HOWARD INVESTMENTS INC /NY 0.94% of their portfolio | 769.1k $26.9m | Added +710.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 735.3k $25.7m | Reduced -3.5k |
| SEGALL BRYANT & HAMILL, LLC 0.48% of their portfolio | 711.8k $24.9m | Added +30.6k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 685.7k $24.0m | Added +95.6k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 683.2k $23.9m | Reduced -574.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 661.3k $23.1m | Added +15.5k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.06% of their portfolio | 634.2k $22.2m | Added +8.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 632.9k $22.1m | Reduced -29.1k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 624.5k $21.8m | Reduced -126.3k |
| Squarepoint Ops LLC 0.09% of their portfolio | 619.7k $21.6m | Added +297.8k |
| GUGGENHEIM CAPITAL LLC 0.16% of their portfolio | 597.9k $20.9m | Reduced -27.7k |
| MARTINGALE ASSET MANAGEMENT L P 0.41% of their portfolio | 579.4k $20.2m | Reduced -22.2k |
| JOHN G ULLMAN & ASSOCIATES INC 3.14% of their portfolio | 567.6k $19.8m | Reduced -4.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 554.2k $19.4m | Added +259.8k |
| BARCLAYS PLC 0.01% of their portfolio | 534.2k $18.7m | Added +436.6k |
| PINEBRIDGE INVESTMENTS, L.P. 0.17% of their portfolio | 525.3k $18.3m | Added +505.7k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 522.6k $18.2m | Reduced -289.5k |
| Retirement Systems of Alabama 0.07% of their portfolio | 492.4k $17.2m | Added +770 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 483.9k $16.9m | Added +6.2k |
| Ceredex Value Advisors LLC 0.29% of their portfolio | 477.2k $16.7m | Added +259.7k |
| Swiss National Bank 0.01% of their portfolio | 394.7k $13.8m | Reduced -45.6k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.10% of their portfolio | 376.2k $13.1m | Added +6.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 369.0k $12.9m | Reduced -9.2k |
| UBS Group AG 0.01% of their portfolio | 363.0k $12.7m | Reduced -39.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 338.9k $11.8m | Added +210.7k |
| Mesirow Institutional Investment Management, Inc. 1.08% of their portfolio | 329.5k $11.5m | New |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.20% of their portfolio | 315.2k $11.0m | Reduced -51.2k |
| AE Wealth Management LLC 0.05% of their portfolio | 308.5k $10.1m | Reduced -135.2k |
| State of Alaska, Department of Revenue 0.12% of their portfolio | 299.2k $10.4m | Reduced -2.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 298.3k $10.4m | Added +130 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 271.8k $9.5m | Reduced -17.0k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio | 270.5k $9.4m | Reduced -11.6k |
| Trexquant Investment LP 0.21% of their portfolio | 260.9k $9.1m | Added +124.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 259.5k $9.1m | Added +26.5k |
| NISA INVESTMENT ADVISORS, LLC 0.06% of their portfolio | 247.7k $8.7m | Reduced -745 |
| GATEWAY INVESTMENT ADVISERS LLC 0.10% of their portfolio | 242.4k $8.5m | Reduced -758 |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 239.2k $8.4m | Reduced -2.7k |
| Hudson Bay Capital Management LP 0.07% of their portfolio | 236.8k $8.3m | Reduced -218.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 213.1k $7.4m | Reduced -9.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio | 211.0k $7.4m | Unchanged |
| Cubist Systematic Strategies, LLC 0.09% of their portfolio | 202.0k $7.1m | Added +201.8k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 199.5k $7.0m | New |
| LPL Financial LLC 0.00% of their portfolio | 198.6k $6.9m | Added +18.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 197.6k $6.9m | Reduced -68.7k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 192.3k $6.7m | Reduced -5.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 186.8k $6.5m | Added +72.6k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 184.0k $6.4m | Added +141.6k |
| ALGERT GLOBAL LLC 0.26% of their portfolio | 181.6k $6.3m | Reduced -8.5k |
| Magellan Asset Management Ltd 0.06% of their portfolio | 173.6k $6.1m | Reduced -3.2k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio | 173.0k $6.0m | Added +2.9k |
| Advisors Asset Management, Inc. 0.12% of their portfolio | 170.3k $5.9m | Added +1.4k |
| ONTARIO TEACHERS PENSION PLAN BOARD 0.06% of their portfolio | 159.7k $5.6m | Reduced -29.0k |
| VISTA INVESTMENT PARTNERS LLC 2.03% of their portfolio | 157.9k $5.5m | First filing |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 156.5k $5.5m | Reduced -14.4k |
| Bridgecreek Investment Management, LLC 1.04% of their portfolio | 155.0k $5.4m | Added +6.0k |
| HUB Investment Partners, LLC 0.37% of their portfolio | 154.0k $5.4m | Added +147.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 150.4k $5.3m | Reduced -2.9k |
| LMR Partners LLP 0.13% of their portfolio | 150.0k $5.2m | Reduced -100.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 135.9k $4.7m | Added +104.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 132.7k $4.6m | Reduced -6.7k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 130.7k $4.6m | Reduced -3.8k |
| AMALGAMATED BANK 0.04% of their portfolio | 126.4k $4.4m | Reduced -6.7k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 123.8k $4.3m | Reduced -6.4k |
| Yaupon Capital Management LP 0.45% of their portfolio | 119.2k $4.2m | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 117.6k $4.1m | Added +9.1k |