Position in OKE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$995,115
-$5,411 QoQ
Shares Held
11,446
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#758
of 1,649 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $18,040,298 across 10 Oil & Gas Midstream names. OKE ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
182,920 | $6,724,139 | |
| 2 | ET |
Energy Transfer LP
|
240,664 | $4,601,495 | |
| 3 | TRGP |
Targa Resources Corp.
|
10,135 | $2,717,598 | |
| 4 | OKE |
Oneok Inc /New/
This page
|
11,446 | $995,115 | |
| 5 | TRP |
Tc Energy Corp
|
14,529 | $963,127 | |
| 6 | GLP |
Global Partners LP
|
17,000 | $792,030 | |
| 7 | PAA |
Plains All American Pipeline LP
|
21,409 | $476,564 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
8,798 | $281,272 |
All Filings in OKE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995,115 | 11,446 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,000,526 | 11,069 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,045,611 | 14,226 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,040,333 | 14,257 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,374,567 | 16,839 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,670,765 | 16,839 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,698,366 | 16,916 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,805,011 | 19,807 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,619,256 | 19,856 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,618,071 | 20,183 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,564,220 | 22,276 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $2,819,717 | 44,454 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $169,174 | 2,741 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $174,163 | 2,741 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $180,083 | 2,741 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $140,448 | 2,741 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $159,784 | 2,879 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $203,343 | 2,879 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $169,170 | 2,879 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $166,953 | 2,879 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $187,562 | 3,371 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $145,850 | 2,879 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $143,119 | 3,729 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $406,820 | 15,659 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $520,191 | 15,659 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $341,522 | 15,659 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||