Ownership history in JBR Co Financial Management Inc Β· 8 quarters on record
This page tracks every 13F SEC filing in which JBR Co Financial Management Inc reported a position in OGE ENERGY CORP (OGE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π JBR Co Financial Management Inc outperformed the S&P 500 by +0.5% annually on this OGE position. Timing score: 50% (3/6 decisions correct). Average cost basis: $35.12. Maximum drawdown during holding period: β6.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $33.26 (2024 Q2) Β· Worst: $45.39 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 2 trims. Bought during 0 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.18% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size