OGE β€” OGE ENERGY CORP

Ownership history in M.E. ALLISON & CO., INC.  Β·  6 quarters on record

AI Ownership Summary

M.E. ALLISON & CO., INC. reported OGE ENERGY CORP (OGE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2025 Q1. The latest visible filing shows OGE at 0.29% 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.

What this OGE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M.E. ALLISON & CO., INC.'s position in OGE ENERGY CORP, 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 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% 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 Q4 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.

How M.E. ALLISON & CO., INC. held OGE β€” position size vs. price
% of Fund (quarterly)    OGE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 9,054 β€” 0% 0.29% $434K 2026-04-08 $49.32
2025 Q4 ADDED 9,054 +991 +12.3% 0.26% $387K 2026-01-12 $42.12
2025 Q3 REDUCED 8,063 -269 -3.2% 0.26% $373K 2025-10-08 $45.00
2025 Q2 ADDED 8,332 +1,512 +22.2% 0.30% $370K 2025-07-25 $43.62
2025 Q1 ADDED 6,820 +1,605 +30.8% 0.31% $313K 2025-04-17 $43.44
2024 Q4 INITIATED 5,215 β€” β€” 0.24% $215K 2025-01-16 $40.42

FAQ About M.E. ALLISON & CO., INC. and OGE

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

How long has M.E. ALLISON & CO., INC. reported owning OGE?

M.E. ALLISON & CO., INC. reported OGE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported OGE position in M.E. ALLISON & CO., INC.'s portfolio?

The largest reported portfolio weight for OGE was 0.31% in 2025 Q1.

What is the latest reported OGE position on this page?

The most recent filing on this page is 2026 Q1, when M.E. ALLISON & CO., INC. reported 9,054 shares, equal to 0.29% of portfolio, with an estimated market value of $434K.

What does the chart on this OGE ownership page compare?

The chart compares M.E. ALLISON & CO., INC.'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.

← Back to M.E. ALLISON & CO., INC. Holdings