OGENYSEElectric ServicesFiscal year ends December 31
OGE ENERGY CORP.
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 29, 2026
$46.72−0.81 (-1.70%)
Close on Oct 19, 2026
- Market cap
- $9.68B
- P/E (TTM)
- 20.8
- Dividend yield
- 3.62%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
80.3%
166M of 207M shares
Institutional holders
642
77 new, 49 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
1 buys · 3 sales
Net sold $445.20K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 24,893,403 | – | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 10,855,355 | 5.26% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 10,733,032 | 5.20% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OGE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 26,254,706 | 12.71% | $1.28B | +1,073,390 | 0.02% |
| Vanguard Portfolio Management LLC | 10,659,655 | 5.16% | $518.70M | −47,845 | 0.02% |
| Vanguard Capital Management LLC | 9,311,149 | 4.51% | $453.08M | +105,207 | 0.01% |
| State Street Corp | 7,226,476 | 3.50% | $351.64M | +198,593 | 0.01% |
| Clearbridge Investments, LLC | 6,589,884 | 3.19% | $320.66M | +423,821 | 0.27% |
| Boston Partners | 5,687,808 | 2.75% | $276.78M | +172,317 | 0.25% |
| Aqr Capital Management LLC | 5,035,976 | 2.44% | $245.05M | +2,378,406 | 0.09% |
| T. Rowe Price Investment Management, Inc. | 4,142,489 | 2.01% | $201.57K | −486,500 | 0.13% |
| Geode Capital Management, LLC | 3,933,472 | 1.90% | $191.47M | +27,303 | 0.01% |
| Norges Bank | 3,278,280 | 1.59% | $159.52M | New | 0.02% |
| Dimensional Fund Advisors LP | 2,750,568 | 1.33% | $133.85M | +62,261 | 0.02% |
| Franklin Resources Inc | 2,476,880 | 1.20% | $120.52M | +157,120 | 0.03% |
| Northern Trust Corp | 2,377,817 | 1.15% | $115.70M | +22,679 | 0.01% |
| Qube Research & Technologies Ltd | 2,194,346 | 1.06% | $106.78M | −202,711 | 0.10% |
| Bank of New York Mellon Corp | 2,104,027 | 1.02% | $102.38M | −88,404 | 0.02% |
| Duff & Phelps Investment Management Co | 2,091,246 | 1.01% | $101.76M | −5,138 | 0.96% |
| Cohen & Steers, Inc. | 2,037,763 | 0.99% | $99.16K | +20,984 | 0.16% |
| Energy Income Partners, LLC | 2,034,850 | 0.99% | $99.02M | +187,361 | 1.56% |
| Morgan Stanley | 1,982,220 | 0.96% | $96.45M | −556,195 | 0.01% |
| Nomura Asset Management International Inc. | 1,834,067 | 0.89% | $89.25M | −42,403 | 0.13% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 642 | 166M | 80.3% | 77 / 271 | 153 / 49 | 16M | 9M |
| Q1 2026 | 620 | 158M | 76.7% | 98 / 232 | 164 / 48 | 33M | 18M |
| Q4 2025 | 581 | 164M | 79.6% | 78 / 203 | 180 / 62 | 27M | 9M |
| Q3 2025 | 574 | 147M | 71.2% | 64 / 192 | 181 / 58 | 15M | 10M |
| Q2 2025 | 577 | 149M | 72.0% | 71 / 201 | 178 / 41 | 10M | 9M |
| Q1 2025 | 551 | 148M | 71.6% | 75 / 183 | 169 / 57 | 11M | 9M |
| Q4 2024 | 541 | 146M | 70.9% | 82 / 163 | 175 / 53 | 14M | 9M |
| Q3 2024 | 523 | 142M | 68.7% | 89 / 147 | 177 / 25 | 33M | 9M |
| Q2 2024 | 462 | 143M | 69.1% | 57 / 160 | 143 / 72 | 8M | 12M |
| Q1 2024 | 481 | 146M | 70.9% | 67 / 151 | 166 / 53 | 11M | 12M |
| Q4 2023 | 473 | 148M | 71.5% | 73 / 139 | 158 / 53 | 19M | 10M |
| Q3 2023 | 457 | 139M | 67.4% | 60 / 142 | 152 / 52 | 9M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OGE | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 7,062,520 | 3.42% | $343.66M | 0.28% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 6,557,404 | 3.17% | $319.08M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,731,599 | 2.29% | $230.24M | 0.12% | Jun 30, 2026 |
| iShares Select Dividend ETF | 3,921,762 | 1.90% | $185.70M | 0.79% | Jul 31, 2026 |
| Disciplined Value Mid Cap Fund | 3,828,094 | 1.85% | $186.28M | 0.80% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 2,998,152 | 1.45% | $145.89M | 0.22% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,363,924 | 1.14% | $115.03M | 0.12% | Jun 30, 2026 |
| Franklin Utilities Fund | 2,181,395 | 1.06% | $106.15M | 1.39% | Jun 30, 2026 |
| Vanguard Utilities Index Fund | 1,434,832 | 0.69% | $67.77M | 0.64% | May 31, 2026 |
| First Trust North American Energy Infrastructure Fund | 1,302,480 | 0.63% | $61.67M | 1.49% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1,181,814 | 0.57% | $57.51M | 0.54% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,056,183 | 0.51% | $49.88M | 0.12% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 1,044,619 | 0.51% | $50.83M | 0.28% | Jun 30, 2026 |
| iShares S&P Mid-Cap 400 Value ETF | 1,035,691 | 0.50% | $50.40M | 0.58% | Jun 30, 2026 |
| Nomura Small Cap Value Fund | 1,004,959 | 0.49% | $47.46M | 1.36% | May 29, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Donnie O. Jones | SVP- Utility Operations (OG&E) | 56,911 | 0.03% | Aug 31, 2026 |
| William H. Sultemeier | GC, Corp. Sec, CCO | 74,497 | 0.04% | May 22, 2026 |
| Sarah R. Stafford | Controller and CAO | 35,257 | 0.02% | Feb 26, 2026 |
| David A. Parker | Chief Information Officer-OG&E | 37,065 | 0.02% | Feb 18, 2026 |
| Sean Trauschke | COB, President, CEO | 680,141 | 0.33% | Feb 18, 2026 |
| Charles B. Walworth | CFO | 48,206 | 0.02% | Feb 18, 2026 |
| Kenneth Adams Miller | VP-Public & Reg Affairs OG&E | 26,072 | 0.01% | Feb 20, 2025 |
| Johnny W. Whitfield Jr | VP- BUS INTEL, SUP CHAIN-OG&E | 5,427 | 0.00% | Feb 20, 2025 |
| Keith E. Erickson | VP-SALES, CUSTOMER OPS (OG&E) | 12,205 | 0.01% | Feb 20, 2025 |
| Christine Ostendorf Woodworth | VP- Marketing & Communications | 7,807 | 0.00% | Feb 20, 2025 |
| Matthew J. Schuermann | VP- Power Supply Ops-OG&E | 19,306 | 0.01% | Feb 20, 2025 |
| Scott A. Briggs | VP- Human Resources-OG&E | 24,229 | 0.01% | Feb 20, 2025 |
| Andrea M. Dennis | VP- T&D Operations (OG&E) | 20,720 | 0.01% | Feb 20, 2025 |
| Robert J. Burch | VP- Major Capital Projects | 24,696 | 0.01% | Feb 20, 2025 |
| Cristina F. McQuistion | VP- Corp. Resp.& Stewardship | 20,347 | 0.01% | Jan 3, 2025 |
| Richard E. Muncrief | Director | 0 | – | Aug 10, 2026 |
| David E. Rainbolt | Director | 15,000 | 0.01% | Jul 2, 2026 |
| Lyle G. Ganske | Director | 10,420 | 0.01% | Feb 24, 2026 |
| Judy R. McReynolds | Director | 1,000 | 0.00% | Dec 11, 2025 |
| Peter D. Clarke | Director | 1,850 | 0.00% | Dec 11, 2025 |
| Cathy R. Gates | Director | 100 | 0.00% | Dec 11, 2025 |
| Frank A. Bozich | Director | 16,186 | 0.01% | Dec 11, 2025 |
| Sheila Talton | Director | 0 | – | Dec 11, 2025 |
| David L. Hauser | Director | 3,000 | 0.00% | Dec 11, 2025 |
| Luther C. Kissam Iv | Director | 7,500 | 0.00% | Dec 11, 2025 |
| J. Michael Sanner | Director | 5,000 | 0.00% | Dec 12, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Donnie O. Jones SVP- Utility Operations (OG&E) | Aug 27, 2026 | Sale | −6,508 | $46.11 | $300.08K | 40,555 |
| William H. Sultemeier GC, Corp. Sec, CCO | May 21, 2026 | Sale | −7,345 | $47.97 | $352.34K | 74,497 |
| Sarah R. Stafford Controller and CAO | Feb 24, 2026 | Sale | −6,130 | $47.77 | $292.83K | 28,559 |
| Lyle G. Ganske Director | Feb 23, 2026 | Buy | +10,420 | $47.99 | $500.06K | 10,420 |
| Sean Trauschke COB, President, CEO | Feb 16, 2026 | Tax withholding | −31,266 | $46.64 | $1.46M | 677,963 |
| Sean Trauschke COB, President, CEO | Feb 16, 2026 | Award | +70,897 | – | – | 709,229 |
| Sean Trauschke COB, President, CEO | Feb 16, 2026 | Award | +43,157 | – | – | 721,120 |
| David A. Parker Chief Information Officer-OG&E | Feb 16, 2026 | Tax withholding | −2,012 | $46.64 | $93.84K | 20,735 |
| David A. Parker Chief Information Officer-OG&E | Feb 16, 2026 | Award | +4,545 | – | – | 22,747 |
| David A. Parker Chief Information Officer-OG&E | Feb 16, 2026 | Award | +2,926 | – | – | 23,661 |
| Charles B. Walworth CFO | Feb 16, 2026 | Award | +4,560 | – | – | 45,127 |
| Charles B. Walworth CFO | Feb 16, 2026 | Award | +8,458 | – | – | 51,574 |
| Charles B. Walworth CFO | Feb 16, 2026 | Tax withholding | −2,011 | $46.64 | $93.79K | 43,116 |
| William H. Sultemeier GC, Corp. Sec, CCO | Feb 16, 2026 | Tax withholding | −4,850 | $46.64 | $226.20K | 75,869 |
| William H. Sultemeier GC, Corp. Sec, CCO | Feb 16, 2026 | Award | +5,973 | – | – | 81,842 |
| William H. Sultemeier GC, Corp. Sec, CCO | Feb 16, 2026 | Award | +10,996 | – | – | 80,719 |
| Sarah R. Stafford Controller and CAO | Feb 16, 2026 | Award | +4,559 | – | – | 34,213 |
| Sarah R. Stafford Controller and CAO | Feb 16, 2026 | Tax withholding | −2,022 | $46.64 | $94.31K | 32,191 |
| Sarah R. Stafford Controller and CAO | Feb 16, 2026 | Award | +2,498 | – | – | 34,689 |
| Donnie O. Jones SVP- Utility Operations (OG&E) | Feb 16, 2026 | Tax withholding | −4,589 | $46.64 | $214.03K | 47,063 |
| Donnie O. Jones SVP- Utility Operations (OG&E) | Feb 16, 2026 | Award | +10,404 | – | – | 51,652 |
| Charles B. Walworth CFO | Dec 31, 2025 | Tax withholding | −1,214 | $42.78 | $51.93K | 40,567 |
| David A. Parker CIO-OG&E | Dec 31, 2025 | Tax withholding | −1,209 | $42.78 | $51.72K | 18,202 |
| William H. Sultemeier GC, Corp. Sec, CCO | Dec 31, 2025 | Tax withholding | −2,825 | $42.78 | $120.85K | 69,723 |
| Donnie O. Jones SVP-Utility Operations (OG&E) | Dec 31, 2025 | Tax withholding | −2,684 | $42.78 | $114.82K | 41,248 |
| Sean Trauschke COB, President, CEO | Dec 31, 2025 | Tax withholding | −17,049 | $42.78 | $729.36K | 638,332 |
| Sarah R. Stafford Controller & CAO | Dec 31, 2025 | Tax withholding | −1,213 | $42.78 | $51.89K | 28,441 |
| David A. Parker VP- Tech, Data, Security-OG&E | Aug 5, 2025 | Discretionary | +3,000 | $45.55 | $136.65K | 16,264 |
| David A. Parker VP- Tech, Data, Security-OG&E | Aug 4, 2025 | Sale | −3,300 | $45.97 | $151.70K | 19,411 |
| Donnie O. Jones VP- Utility Operations (OG&E) | May 28, 2025 | Sale | −11,351 | $44.06 | $500.13K | 43,932 |
| Frank A. Bozich Director | May 21, 2025 | Buy | +1,000 | $44.69 | $44.69K | 16,186 |
| William H. Sultemeier GC, Corp. Sec & CCO | May 6, 2025 | Sale | −6,650 | $45.54 | $302.84K | 72,548 |
| Scott A. Briggs VP- Human Resources-OG&E | Feb 19, 2025 | Tax withholding | −3,133 | $43.82 | $137.29K | 17,910 |
| Kenneth Adams Miller VP-Public & Reg Affairs OG&E | Feb 19, 2025 | Tax withholding | −2,837 | $43.82 | $124.32K | 17,977 |
| Keith E. Erickson VP-SALES, CUSTOMER OPS (OG&E) | Feb 19, 2025 | Tax withholding | −935 | $43.82 | $40.97K | 7,075 |
| Sean Trauschke COB, President, CEO | Feb 19, 2025 | Tax withholding | −49,949 | $43.82 | $2.19M | 615,740 |
| Donnie O. Jones VP- Utility Operations (OG&E) | Feb 19, 2025 | Tax withholding | −6,617 | $43.82 | $289.96K | 49,674 |
| Robert J. Burch VP- Major Capital Projects | Feb 19, 2025 | Tax withholding | −2,425 | $43.82 | $106.26K | 15,612 |
| Matthew J. Schuermann VP- Power Supply Ops-OG&E | Feb 19, 2025 | Tax withholding | −2,770 | $43.82 | $121.38K | 17,120 |
| Christine Ostendorf Woodworth VP- Marketing & Communications | Feb 19, 2025 | Tax withholding | −1,984 | $43.82 | $86.94K | 7,807 |
| Sarah R. Stafford Controller and CAO | Feb 19, 2025 | Tax withholding | −3,205 | $43.82 | $140.44K | 28,286 |
| Charles B. Walworth CFO & Treasurer | Feb 19, 2025 | Tax withholding | −3,217 | $43.82 | $140.97K | 35,072 |
| David A. Parker VP- Tech, Data, Security-OG&E | Feb 19, 2025 | Tax withholding | −2,950 | $43.82 | $129.27K | 19,687 |
| Johnny W. Whitfield Jr VP- BUS INTEL, SUP CHAIN-OG&E | Feb 19, 2025 | Tax withholding | −549 | $43.82 | $24.06K | 5,332 |
| William H. Sultemeier GC, Corp. Sec, CCO | Feb 19, 2025 | Tax withholding | −7,747 | $43.82 | $339.47K | 73,239 |
| Andrea M. Dennis VP- T&D Operations (OG&E) | Feb 19, 2025 | Tax withholding | −2,984 | $43.82 | $130.76K | 20,178 |
| Scott A. Briggs VP- Human Resources-OG&E | Feb 18, 2025 | Award | +2,968 | – | – | 20,878 |
| Scott A. Briggs VP- Human Resources-OG&E | Feb 18, 2025 | Award | +6,999 | – | – | 21,043 |
| Kenneth Adams Miller VP-Public & Reg Affairs OG&E | Feb 18, 2025 | Award | +2,740 | – | – | 20,717 |
| Kenneth Adams Miller VP-Public & Reg Affairs OG&E | Feb 18, 2025 | Award | +6,339 | – | – | 20,814 |
| Keith E. Erickson VP-SALES, CUSTOMER OPS (OG&E) | Feb 18, 2025 | Award | +1,271 | – | – | 8,346 |
| Keith E. Erickson VP-SALES, CUSTOMER OPS (OG&E) | Feb 18, 2025 | Award | +1,892 | – | – | 8,010 |
| Sean Trauschke COB, President, CEO | Feb 18, 2025 | Award | +113,261 | – | – | 665,689 |
| Sean Trauschke COB, President, CEO | Feb 18, 2025 | Award | +39,641 | – | – | 655,381 |
| Donnie O. Jones VP- Utility Operations (OG&E) | Feb 18, 2025 | Award | +15,004 | – | – | 56,291 |
| Donnie O. Jones VP- Utility Operations (OG&E) | Feb 18, 2025 | Award | +5,609 | – | – | 55,283 |
| Robert J. Burch VP- Major Capital Projects | Feb 18, 2025 | Award | +1,906 | – | – | 17,518 |
| Robert J. Burch VP- Major Capital Projects | Feb 18, 2025 | Award | +5,346 | – | – | 18,037 |
| Matthew J. Schuermann VP- Power Supply Ops-OG&E | Feb 18, 2025 | Award | +2,593 | – | – | 19,713 |
| Matthew J. Schuermann VP- Power Supply Ops-OG&E | Feb 18, 2025 | Award | +6,172 | – | – | 19,890 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| O. Jones Donnie Officer | Aug 27, 2026 | 6,508 | $300.09K | Aug 27, 2026 | PSU |
| William H. Sultemeier Officer | May 21, 2026 | 7,345 | $350.42K | May 21, 2026 | Grant |
| Alan Briggs Scott Officer | Mar 24, 2026 | 6,186 | $289.32K | Mar 24, 2026 | RSU |
| Sarah R. Stafford Officer | Feb 24, 2026 | 6,130 | $293.83K | Feb 24, 2026 | Stock Award |
| Alan Briggs Scott Officer | Aug 28, 2025 | 455 | $20.35K | Aug 28, 2025 | EPP |
| Robert J. Burch Officer | Aug 22, 2025 | 6,263 | $285.28K | Aug 22, 2025 | Stock Award |
| A. Parker David Officer | Aug 4, 2025 | 3,300 | $151.53K | Aug 4, 2025 | RSU Vest |
| O. Jones Donnie Officer | May 28, 2025 | 12,702 | $565.80K | May 28, 2025 | PSP |
| William H. Sultemeier Officer | May 6, 2025 | 6,650 | $300.40K | May 6, 2025 | stock award for compensation |
| F. McQuistion Cristina Officer | Feb 28, 2025 | 3,951 | $182.10K | Feb 28, 2025 | PSU |
| Cristina F. McQuistion Officer | Feb 25, 2025 | 11,731 | $527.43K | Feb 25, 2025 | Stock Award |
| F. McQuistion Cristina Officer | Feb 24, 2025 | 5,403 | $242.47K | Feb 21, 2025 | RSU |
| Bryan Buckler William Officer | Nov 14, 2024 | 2,327 | $99.98K | Nov 13, 2024 | PSP |
| Cristina F. McQuistion Officer | Nov 13, 2024 | 5,008 | $216.90K | Nov 13, 2024 | Stock Award |
| F. McQuistion Cristina Officer | Mar 6, 2024 | 4,187 | $141.77K | Mar 6, 2024 | PSP |