Position in OKE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$335,501
-$15,212 QoQ
Shares Held
3,859
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,119
of 1,649 holders
Holding Since
Dec 2022
14 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 Jun 30, 2026Institute for Wealth Management, LLC. holds $3,412,082 across 16 Oil & Gas Midstream names. OKE ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
6,863 | $1,640,325 | |
| 2 | WMB |
Williams Companies, Inc.
|
6,506 | $483,656 | |
| 3 | OKE |
Oneok Inc /New/
This page
|
3,859 | $335,501 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
6,085 | $223,684 | |
| 5 | TRGP |
Targa Resources Corp.
|
717 | $192,256 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,360 | $139,389 | |
| 7 | ENB |
Enbridge Inc
|
2,223 | $120,508 | |
| 8 | ET |
Energy Transfer LP
|
6,124 | $117,090 |
All Filings in OKE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,501 | 3,859 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $350,713 | 3,880 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $284,151 | 3,866 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $285,093 | 3,907 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $318,928 | 3,907 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $391,819 | 3,949 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $402,403 | 4,008 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $367,527 | 4,033 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $328,401 | 4,027 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $321,401 | 4,009 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $280,950 | 4,001 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $253,783 | 4,001 | Shares | Sole | 2023-10-13 | |
| 2023-03-31 | $201,739 | 3,175 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $218,518 | 3,326 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||