Position in OKE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,737,724
-$134,493 QoQ
Shares Held
42,992
+0.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#414
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, 2026Edgemoor Investment Advisors, Inc. holds $23,926,037 across 5 Oil & Gas Midstream names. OKE ranks #4 (15.6% of the industry book) .
All Filings in OKE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,737,724 | 42,992 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,872,217 | 42,839 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,193,575 | 43,450 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,283,941 | 45,004 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,722,164 | 45,598 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,586,345 | 46,224 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,813,276 | 47,941 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,390,370 | 48,177 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,960,557 | 48,566 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,919,751 | 48,893 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,444,993 | 49,060 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,166,362 | 49,919 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $544,987 | 8,830 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $561,058 | 8,830 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $616,266 | 9,380 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $480,631 | 9,380 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $520,590 | 9,380 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $669,572 | 9,480 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $557,044 | 9,480 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $549,745 | 9,480 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $684,984 | 12,311 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $623,675 | 12,311 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $472,496 | 12,311 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $320,489 | 12,336 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $409,801 | 12,336 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $278,426 | 12,766 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||