Position in OKE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$954,079
-$71,305 QoQ
Shares Held
10,974
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#770
of 1,649 holders
Holding Since
Jun 2024
9 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, 2026Retirement Planning Group, LLC holds $2,887,618 across 6 Oil & Gas Midstream names. OKE ranks #1 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
This page
|
10,974 | $954,079 | |
| 2 | ENB |
Enbridge Inc
|
10,600 | $574,626 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
13,547 | $433,097 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
9,658 | $355,028 | |
| 5 | AM |
Antero Midstream Corp
|
14,100 | $320,775 | |
| 6 | ET |
Energy Transfer LP
|
13,076 | $250,013 |
All Filings in OKE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,079 | 10,974 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,025,384 | 11,344 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $893,392 | 12,155 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $866,445 | 11,874 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $906,746 | 11,108 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,118,507 | 11,273 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,140,042 | 11,355 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $965,795 | 10,598 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $906,265 | 11,113 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||