Position in OKE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,059,363
-$84,432 QoQ
Shares Held
12,185
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#735
of 1,645 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $21,893,371 across 14 Oil & Gas Midstream names. OKE ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
155,026 | $4,956,181 | |
| 2 | WMB |
Williams Companies, Inc.
|
56,565 | $4,205,042 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
71,867 | $2,641,830 | |
| 4 | PAGP |
Plains Gp Holdings LP
|
107,159 | $2,600,748 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
9,200 | $2,198,892 | |
| 6 | OKE |
Oneok Inc /New/
This page
|
12,185 | $1,059,363 | |
| 7 | ET |
Energy Transfer LP
|
53,755 | $1,027,795 | |
| 8 | PAA |
Plains All American Pipeline LP
|
29,646 | $659,919 |
All Filings in OKE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,059,363 | 12,185 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,143,795 | 12,654 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $882,294 | 12,004 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $826,020 | 11,320 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $887,399 | 10,871 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,122,575 | 11,314 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,130,504 | 11,260 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $963,152 | 10,569 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $724,327 | 8,882 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $531,286 | 6,627 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $399,551 | 5,690 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $360,916 | 5,690 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $419,140 | 6,791 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $586,347 | 9,228 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $256,032 | 3,897 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||