Position in OKE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,343
+$12,728 QoQ
Shares Held
214
+137.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Transamerica Financial Advisors, LLC holds $5,207,149 across 18 Oil & Gas Midstream names. OKE ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
66,073 | $4,808,792 | |
| 2 | ENB |
Enbridge Inc
|
2,751 | $148,939 | |
| 3 | TK |
Teekay Corp Ltd
|
11,206 | $136,825 | |
| 4 | TRP |
Tc Energy Corp
|
684 | $42,818 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
69 | $19,579 | |
| 6 | OKE |
Oneok Inc /New/
This page
|
214 | $19,343 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
450 | $15,088 | |
| 8 | TRGP |
Targa Resources Corp.
|
39 | $9,778 |
All Filings in OKE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,343 | 214 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,615 | 90 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,897 | 26 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||