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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Yaupon Capital Management's OGE Position: Q1 2026 in Review

Yaupon Capital Management increased its OGE Energy (OGE) stake by 6.4% in Q1 2026, buying an estimated $872K and bringing the position to 319,071 shares worth $15.3M. The position accounts for 0.48% of the portfolio, ranked #57.

Yaupon Capital Management first reported a position in OGE in Q2 2021 and has held it in 4 quarters since. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

Yaupon Capital Management held 319,071 shares of OGE Energy worth $15.3M as of Q1 2026.
Yaupon Capital Management bought 19,071 OGE Energy shares in Q1 2026, an estimated $872K.
OGE Energy made up 0.48% of Yaupon Capital Management's portfolio in Q1 2026, its #57 holding.
Yaupon Capital Management first reported a position in OGE Energy in Q2 2021 and has held it in 4 quarters since.
615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

Based on Yaupon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.