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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

OGE holding history

OGE Energy Corp. in every 13F filed by Plan Group Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OGE overviewAll 13F holders of OGEFull Q2 2026 holdings

Shares (Q2 2026)
15,000
Value
$729.9K
% of portfolio
0.2%
Quarters held
11
Since Q3 2023
Holdings of OGE by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,000$729.9K0.2%−716−4.6%ReducedHolders
Q1 202615,716$753.7K0.2%−987−5.9%ReducedHolders
Q4 202516,703$713.2K0.2%−792−4.5%ReducedHolders
Q3 202517,495$809.5K0.2%+8,681+98.5%AddedHolders
Q2 20258,814$391.2K0.1%−383−4.2%ReducedHolders
Q1 20259,197$422.7K0.2%+3,660+66.1%AddedHolders
Q4 20245,537$228.4K0.1%+20+0.4%AddedHolders
Q3 20245,517$226.3K0.1%+5,517NewHolders
Q2 20240$00.0%−9,045−100.0%Sold outHolders
Q1 20249,045$310.3K0.2%−348−3.7%ReducedHolders
Q4 20239,393$328.1K0.3%−47−0.5%ReducedHolders
Q3 20239,440$314.6K0.2%+9,440NewHolders