$OGE

Oklahoma lawmakers and regulators say higher electric bills this summer reflect multiple factors, including interim rate changes at Public Service Company of Oklahoma (PSO) effective July 1, rising Southwest Power Pool transmission costs, summer air-conditioning demand, and grid upgrades. A proposed PSO settlement would cut a roughly 15% residential increase to about 1%. Data centers are cited as emerging demand, with HB 2992 taking effect July 1.

OGE ENERGY CORP. (OGE) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. 8-K false 0001021635 0001021635 2026-07-28 2026-07-28 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported) July 28, 202

Bank of America’s mid-quarter review of U.S. power and utilities for Q2 2026 says 12 of 14 covered companies beat earnings estimates. It cites rate relief, customer and load growth, and construction-related earnings. Annual guidance was mostly reaffirmed, with AEP, IDA, and XEL raising ranges. Data-center demand drove contracted load and pipeline growth.

OGE ENERGY CORP. (OGE) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.01 2 oge-ex99_01.htm EX-99.01 EX-99.01 Exhibit 99.01 OGE Energy Corp. reports second quarter 2026 results OKLAHOMA CITY — OGE Energy Corp. (NYSE: OGE) , the parent company of Oklahoma Gas and Electric Company ("OG&E"), today reported earnings of $0.56 per diluted share duri

President Donald Trump expanded a voluntary “Ratepayer Protection Pledge” with governors and utilities to prevent U.S. consumers from higher utility bills tied to AI data centers. The White House said nearly 200 stakeholders signed, covering about 80% of power to households and businesses. ICF projects bills could rise 15% to 40% by 2030. OG&E said it joined.

Zacks Investment Research says OGE Energy (OGE) is expected to report Q2 2026 results on July 29, with consensus EPS of $0.59 (+11.3% YoY) and revenue of $781.11 million (+5.3% YoY). The EPS estimate was revised 9% higher over 30 days, but OGE’s Earnings ESP is 0% and Zacks Rank is #2. CenterPoint Energy (CNP) is also mentioned.

Wall Street Zen downgraded multiple stocks on June 21, including Predictive Oncology (AGPU) to sell from hold, Agape ATP (ATPC) to sell from hold, Bonk (BNKK) to sell from hold, Columbia Financial (CLBK) to sell from hold, and Camden Property Trust (CPT) to sell from hold. It also cut several ratings to hold or buy for companies such as Devon Energy (DVN), fuboTV (FUBO), and Alnylam (ALNY).

OGE ENERGY CORP. (OGE) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-99.01 2 oge-ex99_01.htm EX-99.01 EX-99.01 Exhibit 99.01 __________________________________________________________________________ second AMENDED AND RESTATED CREDIT AGREEMENT Dated as of June 12, 2026 by and among OGE ENERGY CORP., as Borrower , THE LENDERS PARTY HERETO, WELL

Legal & General Group Plc reduced its OGE Energy (NYSE:OGE) stake by 9.5% in Q4, selling 104,479 shares to hold 992,209 shares, worth $42.37M, per its latest SEC 13F. Other institutions also adjusted positions. OGE shares opened at $47.17; analysts’ consensus rating is “Hold” with avg target $49.11.

OG&E has announced an agreement to power three new Google data centers in Muskogee and Stillwater, Oklahoma. This landmark deal requires Google to cover 100% of connection costs, contracted energy costs, and contribute to power generation, including capacity from two solar facilities. This arrangement is set to protect existing OG&E customers from increased costs, establishing a new model for data center partnerships.