Position in OKE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$250,387
-$25,212 QoQ
Shares Held
2,880
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,253
of 1,649 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Welch & Forbes LLC holds $4,720,665 across 7 Oil & Gas Midstream names. OKE ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLP |
Global Partners LP
|
37,420 | $1,743,397 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
34,416 | $1,265,132 | |
| 3 | ENB |
Enbridge Inc
|
10,702 | $580,155 | |
| 4 | WMB |
Williams Companies, Inc.
|
4,687 | $348,431 | |
| 5 | ET |
Energy Transfer LP
|
14,226 | $272,001 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
8,169 | $261,162 | |
| 7 | OKE |
Oneok Inc /New/
This page
|
2,880 | $250,387 |
All Filings in OKE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,387 | 2,880 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $275,599 | 3,049 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $224,101 | 3,049 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $283,780 | 3,889 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $328,152 | 4,020 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $403,825 | 4,070 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $414,752 | 4,131 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $376,458 | 4,131 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $326,200 | 4,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $395,398 | 4,932 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $482,060 | 6,865 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $443,058 | 6,985 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $210,465 | 3,410 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $216,671 | 3,410 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $224,037 | 3,410 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $223,614 | 3,166 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $332,934 | 5,666 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $328,571 | 5,666 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $315,256 | 5,666 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||