DUFF & PHELPS INVESTMENT MANAGEMENT CO OGE — OGE Energy Corp Common Stock

Ownership history in DUFF & PHELPS INVESTMENT MANAGEMENT CO  ·  59 quarters on record

AI Ownership Summary

DUFF & PHELPS INVESTMENT MANAGEMENT CO reported OGE Energy Corp Common Stock (OGE) in 59 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.12% in 2025 Q1. The latest visible filing shows OGE at 1.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OGE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DUFF & PHELPS INVESTMENT MANAGEMENT CO's position in OGE Energy Corp Common Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OGE was reported at 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OGE stock page DUFF & PHELPS INVESTMENT MANAGEMENT CO fund profile DUFF & PHELPS INVESTMENT MANAGEMENT CO full holdings
How DUFF & PHELPS INVESTMENT MANAGEMENT CO held OGE — position size vs. price
% of Fund (quarterly)    OGE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,096,384 -45 -0.0% 1.04% $100.5M 2026-04-28 $47.18
2025 Q4 ADDED — — — 2,096,429 +27,715 +1.3% 1.01% $89.5M 2026-01-26 $42.52
2025 Q3 REDUCED — — — 2,068,714 -9,470 -0.5% 1.09% $95.7M 2025-11-13 $43.76
2025 Q2 REDUCED — — — 2,078,184 -778 -0.0% 1.08% $92.2M 2025-08-11 $43.55
2025 Q1 REDUCED — — — 2,078,962 -10,327 -0.5% 1.12% $95.5M 2025-05-13 $41.12
2024 Q4 ADDED — — — 2,089,289 +218,509 +11.7% 1.03% $86.2M 2025-02-12 $41.01
2024 Q3 REDUCED 6.7% +1.6% ❌ 1,870,780 -134,520 -6.7% 0.88% $76.7M 2024-11-15 $40.06
2024 Q2 UNCHANGED — — — 2,005,300 — 0% 0.91% $71.6M 2024-08-15 $36.11
2024 Q1 REDUCED 14.2% +4.3% ❌ 2,005,300 -333,117 -14.2% 0.82% $68.8M 2024-05-14 $33.30
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OGE

As of 2026 Q2 — sorted by position size

OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 1.57% JBR Co Financial Management Inc 1.12% M.E. ALLISON & CO., INC. 0.25% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.08% Hennion & Walsh Asset Management, Inc. 3Y 0.08% Everhart Financial Group, Inc. 3Y 0.06% Versant Capital Management, Inc 3Y 7Y 0.02% ROCKLAND TRUST CO 3Y 7Y 0.02% GAMMA Investing LLC 0.02% Beaird Harris Wealth Management, LLC 3Y 0.01%

FAQ About DUFF & PHELPS INVESTMENT MANAGEMENT CO and OGE

These are the practical questions this page is built to answer before you even open the full history table.

How long has DUFF & PHELPS INVESTMENT MANAGEMENT CO reported owning OGE?

DUFF & PHELPS INVESTMENT MANAGEMENT CO reported OGE across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported OGE position in DUFF & PHELPS INVESTMENT MANAGEMENT CO's portfolio?

The largest reported portfolio weight for OGE was 1.12% in 2025 Q1.

What is the latest reported OGE position on this page?

The most recent filing on this page is 2026 Q1, when DUFF & PHELPS INVESTMENT MANAGEMENT CO reported 2,096,384 shares, equal to 1.04% of portfolio, with an estimated market value of $100.5M.

What does the chart on this OGE ownership page compare?

The chart compares DUFF & PHELPS INVESTMENT MANAGEMENT CO's quarterly OGE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DUFF & PHELPS INVESTMENT MANAGEMENT CO time their OGE position?

Based on 13F filing dates vs. subsequent OGE price moves, DUFF & PHELPS INVESTMENT MANAGEMENT CO correctly timed 12 out of 22 reported position changes (55%). The annualised alpha on OGE relative to SPY over the holding period was +19.9%.

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