Oge Energy SEC Filings

OGE Energy Corp. director reports new deferred stock units. A board member of OGE Energy Corp. acquired 3,947.0629 stock equivalent units on 12/09/2025, reported as an "A" (acquisition) transaction on a Form 4. Each unit is linked one-for-one to OGE common stock but will be settled 100% in cash under the company’s Deferred Compensation Plan at a specified future date or after the director’s service ends.

The units were priced at $43.07 per derivative security for reporting purposes. Following this transaction, the director beneficially owns a total of 42,540.6529 stock equivalent units in direct form. The total also reflects additional units that came from dividend reinvestment, which were exempt from separate reporting.

OGE Energy Corp. director reports deferred stock units transaction. A director of OGE Energy Corp. filed a Form 4 for a derivative securities transaction dated 12/09/2025. The filing shows the acquisition of 3,889.0179 stock equivalent units linked to OGE common stock at a reference price of $43.07 per unit under the company’s Deferred Compensation Plan. Each unit is economically tied one-for-one to a share of common stock but, according to the plan terms, is to be settled 100% in cash at a specified future date or after the director’s termination of service. Following this transaction, the director beneficially owns 63,707.3956 stock equivalent units, which include amounts accrued through dividend reinvestment.

OGE Energy Corp. director reported acquiring stock equivalent units under the company’s Deferred Compensation Plan. On 12/09/2025, the reporting person acquired 1,620.4319 stock equivalent units tied to OGE Energy common stock at a reference price of $43.07 per unit. Each unit tracks the value of one share of common stock on a one-for-one basis but is scheduled to be settled 100% in cash at a specified future date or after service ends, rather than in actual shares.

The filing notes that the total reported amount of 1,620.4319 units also reflects additional amounts from dividend reinvestment. The individual made the filing as a director and is reporting the holdings as directly owned.

OGE Energy Corp., the parent of regulated electric utility Oklahoma Gas and Electric Company serving about 910,000 customers in Oklahoma and western Arkansas, reported a planned leadership change. On December 3, 2025, Donnie O. Jones, Vice President – Utility Operations of OG&E, notified the company that he plans to retire at year-end 2026. This advance notice gives the company time to manage succession for a key operational role overseeing utility operations.

OGE Energy Corp. entered into an underwriting and forward sale structure to support a large equity raise tied to its capital plan. The company agreed to an underwritten public offering of 8,023,256 common shares, of which 4,011,628 shares were newly issued by OGE and 4,011,628 shares were borrowed from third parties and sold by forward sellers. Underwriters later exercised in full an option to purchase an additional 1,203,488 shares.

OGE also entered into forward sale agreements covering 4,011,628 shares, plus additional forward sale agreements for 601,744 shares, with settlement at the company’s discretion by May 27, 2027. The initial forward sale price is $41.71 per share, subject to adjustments for interest, dividends and stock loan costs. The company expects net proceeds from the offering, together with its dividend reinvestment and stock repurchase plan, to cover the external equity needed to fund a $7.285 billion five-year capital plan through 2030, though future changes to the plan could require more financing.

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. 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.