Oge Energy SEC Filings

OGE Energy Corp. is offering 8,023,256 shares of common stock at $43.00 per share through a combination of newly issued shares and forward sale agreements. The company is selling 4,011,628 shares directly and has entered into forward sale agreements for another 4,011,628 shares, with underwriters also holding a 1,203,488-share option. OGE expects total net proceeds of about $334.65 million before expenses, assuming full physical settlement of the forward sales at an initial forward price of $41.71 per share. The company plans to use the cash for capital projects, including the Horseshoe Lake Units 13 and 14 and the Ft. Smith to Muskogee transmission line, as well as for general corporate purposes such as debt repayment. OGE reports OCC pre-approval for 448 megawatts of new gas turbines at Horseshoe Lake, and S&P has affirmed OGE and OG&E credit ratings while revising OG&E’s outlook to negative.

OGE Energy Corp. plans a $345,000,000 common stock offering, split between $172,500,000 of shares sold directly and $172,500,000 of shares sold through forward sale agreements with Morgan Stanley and JPMorgan. The company may also grant underwriters an additional $51,750,000 of shares. After this offering, common stock outstanding is expected to be 205,435,531 shares, rising to 209,348,870 shares if the forward sale agreements are fully physically settled, or 210,522,872 shares if the underwriters’ option is exercised in full.

OGE expects to use net proceeds to fund capital expenditures, including the Horseshoe Lake Units 13 and 14 and the Ft. Smith to Muskogee transmission line, and for general corporate purposes such as repaying or refinancing debt. The company received Oklahoma Corporation Commission pre-approval for two new natural-gas turbines totaling 448 megawatts at Horseshoe Lake, with cost recovery via a rider once in service by the end of 2029. S&P affirmed credit ratings, maintaining a stable outlook for OGE Energy but revising OG&E’s outlook to negative.

OGE Energy Corp., parent of Oklahoma Gas and Electric Company, announced that its utility has received pre-approval from the Oklahoma Corporation Commission to construct two natural gas combustion turbines with a total nameplate capacity of 448 megawatts at the Horseshoe Lake facility. The OCC found a need for Horseshoe Lake Units 13 and 14, scheduled to go into service by the end of 2029, approved rider recovery once they are in service, and approved two Capacity Purchase Agreements without a return on the CPAs, but did not approve Construction Work in Progress.

Following this decision, OGE Energy updated and extended its capital plan through 2030, estimating total capital expenditures of $7,285 million for 2026–2030 across transmission, Oklahoma and Arkansas distribution, generation reliability and capacity projects, and technology, fleet and facilities. The company reaffirmed a long-term consolidated earnings per share growth target of 5% to 7%, aiming for the top half of that range through 2028.

OGE Energy Corp. furnished an 8-K under Item 2.02 to announce it issued a press release with consolidated financial results for the quarter ended September 30, 2025. The press release is attached as Exhibit 99.01 and incorporated by reference.

OGE Energy is the parent of regulated utility Oklahoma Gas and Electric Company (OG&E), which serves approximately 910,000 customers in Oklahoma and western Arkansas.

OGE Energy Corp. reported higher third‑quarter results. Operating revenues rose to $1,045.0 million from $965.4 million a year ago, driven by customer revenues across classes. Operating income increased to $341.3 million from $313.2 million. Net income was $231.3 million versus $218.7 million, and diluted EPS was $1.14 compared with $1.09.

For the first nine months, operating revenues were $2,534.3 million versus $2,224.8 million, with net income of $401.5 million versus $339.6 million and diluted EPS of $1.99 versus $1.69. Cash from operations reached $752.3 million, while capital expenditures (net of equity AFUDC) were $752.7 million and investing cash flows used were $806.8 million. Financing inflows were $54.2 million. On April 1, 2025, OG&E issued $350.0 million of 5.80% senior notes due 2055.

Regulatory developments were notable: Oklahoma’s SB 998 became effective August 29, 2025, allowing deferral of 90% of depreciation and return on qualified plant investments over a 20‑year recovery period; OG&E began deferring these costs in September 2025. As of September 30, 2025, OGE had 201,459,938 common shares outstanding.

OGE Energy Corp. Form 144 notice: The filer advises a proposed sale of 455 common shares through UBS Financial Services on or about 08/28/2025, with an aggregate market value of $20,353.83. The filing identifies the securities were acquired on 01/03/2023 under an EPP transaction from OGE, with a total of 27,599 shares acquired at that time. The issuer has 201,395,147 shares outstanding per the form. The seller certifies there is no undisclosed material adverse information and indicates payment will be in cash.

OGE Energy Corp. Form 144 summary

This notice reports a proposed sale of 6,263 common shares held at Fidelity Brokerage Services with an aggregate market value of $285,279.65, intended for sale on or about 08/22/2025 on the NYSE. The shares reported were acquired by the holder as stock awards from the issuer on multiple dates between 02/24/2020 and 02/20/2024 and were received as compensation. The filer states there have been no securities sold in the past three months by the account and includes the standard representation that the seller does not possess undisclosed material adverse information about the issuer.

David A. Parker, VP—Tech, Data, Security at OGE Energy Corp. (OGE), reported a change in beneficial ownership on 08/06/2025. The filing shows 1,624.7014 stock-equivalent units accrued under OGE's Deferred Compensation Plan; those units convert one-for-one to common stock and are to be settled 100% in cash at a specified future date or upon termination of service. Following the reported transaction, the reporting person beneficially owns 4,100.1639 shares of common stock. The total includes shares acquired through dividend reinvestment that were exempt from reporting under Rule 16a-11. The Form 4 was signed by power of attorney on 08/08/2025.