Position in OKE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$305,506
+$6,677 QoQ
Shares Held
3,514
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,161
of 1,649 holders
Holding Since
Jun 2025
5 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $2,370,499 across 6 Oil & Gas Midstream names. OKE ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
15,497 | $569,669 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
2,240 | $535,382 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
13,808 | $441,441 | |
| 4 | OKE |
Oneok Inc /New/
This page
|
3,514 | $305,506 | |
| 5 | ENB |
Enbridge Inc
|
5,060 | $274,301 | |
| 6 | ET |
Energy Transfer LP
|
12,772 | $244,200 |
All Filings in OKE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,506 | 3,514 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $298,829 | 3,306 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $241,815 | 3,290 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $247,149 | 3,387 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $268,970 | 3,295 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||