Lee Financial Co

Position in OKE — Oneok Inc /New/

CIK 1391166 Dallas, TX

Position in OKE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,900,681

-$59,425 QoQ

Shares Held

21,862

+0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#564

of 1,649 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Energy · as of Jun 30, 2026

Lee Financial Co holds $10,829,613 across 12 Oil & Gas Midstream names. OKE ranks #1 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/ This page	21,862	$1,900,681
2	EPD	Enterprise Products Partners L.P.	51,357	$1,887,883
3	WMB	Williams Companies, Inc.	22,883	$1,701,121
4	VNOM	Viper Energy, Inc.	33,218	$1,408,443
5	ENB	Enbridge Inc	19,668	$1,066,201
6	ET	Energy Transfer LP	40,304	$770,612
7	PAA	Plains All American Pipeline LP	21,976	$489,185
8	MPLX	Mplx LP	7,778	$438,134

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,900,681	21,862	+0.8%	Shares	Sole	2026-07-22
2026-03-31	$1,960,106	21,685	0.0%	Shares	Sole	2026-04-13
2025-12-31	$1,593,847	21,685	-20.1%	Shares	Other	2026-01-22
2025-09-30	$1,980,770	27,145	+22.1%	Shares	Other	2025-11-04
2025-06-30	$1,815,042	22,235	-11.2%	Shares	Other	2025-07-24
2025-03-31	$2,483,773	25,033	+41.6%	Shares	Other	2025-05-13
2024-12-31	$1,774,870	17,678	0.0%	Shares	Other	2025-01-30
2024-09-30	$1,610,996	17,678	+26.7%	Shares	Sole	2024-11-14
2024-06-30	$1,137,622	13,950	+1.2%	Shares	Other	2024-08-14
2024-03-31	$1,104,902	13,782	0.0%	Shares	Sole	2024-05-15
2023-12-31	$967,771	13,782	+8.7%	Shares	Sole	2024-02-08
2023-09-30	$804,481	12,683	+1.6%	Shares	Sole	2023-11-09
2023-06-30	$770,449	12,483	+8.9%	Shares	Sole	2023-08-08
2023-03-31	$728,676	11,468	-0.5%	Shares	Sole	2023-05-15
2022-12-31	$756,929	11,521	0.0%	Shares	Sole	2023-02-09
2022-09-30	$590,335	11,521	-1.9%	Shares	Sole	2022-11-02
2022-06-30	$651,625	11,741	+0.7%	Shares	Sole	2022-08-10
2022-03-31	$823,262	11,656	0.0%	Shares	Other	2022-05-11
2021-12-31	$684,905	11,656	+1.1%	Shares	Other	2022-02-08
2021-09-30	$668,798	11,533	+0.4%	Shares	Other	2021-11-12
2021-06-30	$639,247	11,489	+2.0%	Shares	Other	2021-08-04
2021-03-31	$570,481	11,261	+2.2%	Shares	Other	2021-05-13
2020-12-31	$422,870	11,018	+3.7%	Shares	Other	2021-02-12
2020-09-30	$275,958	10,622	-24.9%	Shares	Other	2020-11-03
2020-06-30	$469,730	14,140	-3.4%	Shares	Other	2020-08-11
2020-03-31	$319,320	14,641	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.