OGE ENERGY CORP. (OGE) SEC Filings

OGE Energy Corp. (OGE) received a Rule 144 notice covering proposed sales of its common stock by officer Donnie O. Jones, acting through UBS Financial Services Inc. The notice lists 6,508 common shares with an aggregate market value of $300,086.79, and states that 206,580,000 common shares are outstanding. The shares to be sold include awards originally granted as PSUs and RSUs on various dates, with planned sales around 08/27/2026. The filing also reports that 11,351 common shares were sold in the past three months for $500,082.

OGE ENERGY CORP. director Richard E. Muncrief filed an initial statement of beneficial ownership of securities. The filing lists his position as a director and reports 0 shares of OGE common stock ($0.01 par value per share) held directly as of the reported date.

OGE Energy Corp., parent of Oklahoma Gas and Electric Company, a regulated electric company with approximately 917,000 customers in Oklahoma and western Arkansas, has elected Richard (Rick) E. Muncrief to its Board of Directors. The board acted on July 28, 2026, with his service effective August 1, 2026.

Muncrief, age 68, will serve on the Nominating, Corporate Governance and Stewardship Committee and the Audit Committee. His term runs until the Annual Meeting of Shareholders scheduled for May 13, 2027, when he is expected to be nominated for shareholder approval. He is the retired President and Chief Executive Officer of Devon Energy and previously led WPX Energy and held senior roles at Continental Resources, and he currently serves on the board of Williams Companies.

OGE Energy Corp., parent of regulated utility OG&E, reported second-quarter 2026 net income of $116.3 million, or $0.56 per diluted share, up from $107.5 million, or $0.53, a year earlier. OG&E contributed net income of $120.1 million, or $0.58 per diluted share, compared with $107.7 million, or $0.53, in second-quarter 2025, while other operations posted a loss of $3.8 million, or $0.02 per diluted share.

OG&E generated operating revenues of $711.9 million versus $741.6 million a year ago, with higher earnings driven primarily by increased recovery of capital investments and lower interest expense, partially offset by higher operation and maintenance costs. For the six months ended June 30, 2026, OGE Energy’s net income was $166.5 million, or $0.80 per diluted share, compared with $170.2 million, or $0.84, in the same period of 2025. OG&E served 917,157 customers as of June 30, 2026.

OGE Energy reaffirmed its 2026 consolidated earnings guidance of $2.43 per average diluted share, within a range of $2.38 to $2.48, assuming normal weather for the remainder of the year. Management plans an earnings and business update conference call on July 29, 2026, at 8 a.m. CDT, accessible through the Investor Center on its website.

OGE Energy Corp. reported second-quarter 2026 operating revenues of $711.9 million, including $688.0 million from contracts with customers and $23.9 million of other revenues, compared with $741.6 million a year earlier. Net income was $116.3 million, or basic and diluted earnings of $0.56 per share, versus $107.5 million and $0.53 per share in 2025. For the first six months of 2026, operating revenues were $1,464.5 million and net income was $166.5 million, compared with $1,489.3 million and $170.2 million in the prior-year period.

Cash from operating activities for the first half of 2026 was $511.4 million, while capital expenditures were $488.6 million. Total assets at June 30 2026 were $14,626.6 million and stockholders’ equity was $4,981.2 million, with long-term debt of $5,598.2 million and short-term debt of $129.1 million.

Regulated subsidiary Oklahoma Gas and Electric Company generated first-half 2026 net income of $178.0 million. OGE Energy also has forward equity sale agreements covering 4,613,372 shares at an initial forward sale price of $41.71 per share and maintains $650.0 million revolving credit facilities at both the parent and OG&E.

RAINBOLT DAVID E reported acquisition or exercise transactions in this Form 4 filing.

OGE ENERGY CORP. director David E. Rainbolt received a grant of 314.684 stock equivalent units on June 30, 2026. These units track the value of common stock on a one-for-one basis but are to be settled 100% in cash under the company’s Deferred Compensation Plan at a future date or after his service ends.

Following this award, Rainbolt holds a total of 44,341.780 stock equivalent units, including amounts accumulated through dividend reinvestment that did not require separate reporting under Rule 16a-11. The transaction reflects routine compensation rather than an open-market purchase or sale of OGE shares.

OGE Energy Corp. and its utility subsidiary Oklahoma Gas and Electric Company each entered into a second amended and restated unsecured five-year revolving credit facility on June 12, 2026. Each new revolving credit facility provides $650 million of committed liquidity and is scheduled to terminate on June 12, 2031, with options to extend the termination date for up to two additional one-year periods, subject to lender consent.

The new facilities replace prior $550 million revolving credit agreements for both OGE Energy and OG&E. As of the closing date, there were no borrowings outstanding under the old or new facilities for OGE Energy, and OG&E only had $0.4 million of standby letters of credit outstanding, which were transferred to the new facility.

Borrowings under the OGE Energy facility bear interest at SOFR plus a margin of 0.80% to 1.475% or an alternate base rate plus 0.0% to 0.475%, with a facility fee of 0.075% to 0.275%. OG&E’s facility carries SOFR plus 0.69% to 1.275% or an alternate base rate plus 0.0% to 0.275%, and a facility fee of 0.06% to 0.225%. Pricing is tied to each borrower’s senior unsecured credit ratings.

Each facility permits issuance of letters of credit up to $100 million per borrower and can be increased by up to $150 million, bringing maximum revolving commitments to $800 million for each entity if fully upsized. Proceeds may be used for refinancing existing debt, working capital, general corporate purposes, commercial paper backstop, letters of credit, acquisitions and distributions. Each agreement includes financial covenants requiring maximum debt-to-capitalization ratios of 70% for OGE Energy and 65% for OG&E, along with customary restrictions on mergers, significant asset sales, liens and affiliate transactions, and standard events of default.

OGE Energy Corp. reported that its General Counsel, Corporate Secretary and Chief Compliance Officer William H. Sultemeier executed an open-market sale of 7,345 shares of common stock. The weighted average sale price was $47.97 per share, with individual trade prices ranging from $47.96 to $47.99. Following this transaction, he directly holds 74,497 shares of OGE Energy common stock.