Yaupon Capital Management’s OGE Energy OGE Stock Holding History

Yaupon Capital Management’s Portfolio OGE Stock Details OGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-319,071	Closed	-$15.3M	–	145
2026 Q1	$15.3M	Buy	319,071 +19,071	+6%	+$872K	0.48%	57
2025 Q4	$12.8M	Buy	+300,000	New	+$13.4M	0.46%	69
2024 Q1	–	Sell	-119,200	Closed	-$4.16M	–	125
2023 Q4	$4.16M	Buy	+119,200	New	+$4.11M	0.34%	75
2021 Q3	–	Sell	-50,000	Closed	-$1.68M	–	69
2021 Q2	$1.68M	Buy	+50,000	New	+$1.69M	0.93%	32

Other funds holding OGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Yaupon Capital Management's OGE Position: Q2 2026 in Review

Yaupon Capital Management sold out of OGE Energy (OGE) in Q2 2026, closing a stake of 319,071 shares — an estimated $15.3M sold.

Yaupon Capital Management first reported a position in OGE in Q2 2021 and held it in 4 quarters. The position peaked at $15.3M in Q1 2026. 644 funds tracked by Wall St. Rank hold OGE as of Q2 2026.

Yaupon Capital Management reported no remaining OGE Energy position as of Q2 2026 after selling out during the quarter.
Yaupon Capital Management sold 319,071 OGE Energy shares in Q2 2026, an estimated $15.3M.
Yaupon Capital Management first reported a position in OGE Energy in Q2 2021 and held it in 4 quarters.
Yaupon Capital Management's OGE Energy position peaked at $15.3M in Q1 2026.
644 funds tracked by Wall St. Rank held OGE Energy as of Q2 2026.

Based on Yaupon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.