OGE Energy Corp. (OGE) reported second-quarter 2026 net income of $116.3 million, or $0.56 per diluted share, compared with $107.5 million, or $0.53 per diluted share, in the same period of 2025.
Operating revenues were $711.9 million for the quarter. The company said its 2026 consolidated earnings guidance remains unchanged at $2.43 per average diluted share, within a range of $2.38 to $2.48.
- OG&E contributed net income of $120.1 million, or $0.58 per diluted share, compared with $107.7 million, or $0.53 per diluted share, a year earlier.
- Other operations posted a loss of $3.8 million, or $0.02 per diluted share, compared with a loss of $0.2 million in the second quarter of 2025.
- Second-quarter operating revenues decreased from $741.6 million in 2025 to $711.9 million in 2026.
- OGE Energy will host an earnings and business update conference call on July 29, 2026, at 8 a.m. CDT.
$OGE Insider Trading Activity
$OGE insiders have traded $OGE stock on the open market 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $OGE stock by insiders over the last 6 months:
- LYLE G. GANSKE purchased 10,420 shares for an estimated $500,067
- WILLIAM H SULTEMEIER (GC, Corp. Sec, CCO) sold 7,345 shares for an estimated $352,339
- SARAH R. STAFFORD (Controller and CAO) sold 6,130 shares for an estimated $292,802
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$OGE Hedge Fund Activity
We have seen 279 institutional investors add shares of $OGE stock to their portfolio, and 201 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 2,089,795 shares (-45.2%) from their portfolio in Q1 2026, for an estimated $99,944,445
- AQR CAPITAL MANAGEMENT LLC added 1,292,134 shares (+94.6%) to their portfolio in Q1 2026, for an estimated $61,796,308
- GOLDMAN SACHS GROUP INC added 858,407 shares (+119.0%) to their portfolio in Q1 2026, for an estimated $41,053,314
- BOSTON PARTNERS removed 627,554 shares (-10.2%) from their portfolio in Q1 2026, for an estimated $30,012,770
- CITADEL ADVISORS LLC removed 590,500 shares (-47.6%) from their portfolio in Q1 2026, for an estimated $28,240,662
- FIRST TRUST ADVISORS LP removed 557,781 shares (-21.8%) from their portfolio in Q1 2026, for an estimated $26,675,876
- GOTHAM ASSET MANAGEMENT, LLC added 475,251 shares (+138.7%) to their portfolio in Q1 2026, for an estimated $22,728,879
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
