Position in OKE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$32,404,711
+$1,014,434 QoQ
Shares Held
372,725
+7.3% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#125
of 1,654 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $303,855,548 across 37 Oil & Gas Midstream names. OKE ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEL |
Genesis Energy LP
|
3,105,233 | $44,001,151 | |
| 2 | WMB |
Williams Companies, Inc.
|
444,849 | $33,070,074 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
887,520 | $32,625,234 | |
| 4 | OKE |
Oneok Inc /New/
This page
|
372,725 | $32,404,711 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
813,410 | $26,004,717 | |
| 6 | ENB |
Enbridge Inc
|
425,293 | $23,055,132 | |
| 7 | ET |
Energy Transfer LP
|
971,804 | $18,580,891 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
77,446 | $18,510,367 |
All Filings in OKE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,404,711 | 372,725 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $31,390,277 | 347,276 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,129,788 | 314,691 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,232,099 | 277,266 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $22,011,937 | 269,655 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $26,501,859 | 267,102 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $25,146,183 | 250,460 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,965,154 | 241,031 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $19,047,136 | 233,564 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $17,832,854 | 222,438 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $14,056,568 | 200,179 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,431,137 | 195,982 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $8,969,828 | 145,331 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $8,620,154 | 135,665 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,582,850 | 130,637 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,296,524 | 122,883 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,722,992 | 121,135 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,519,108 | 120,616 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,484,871 | 110,362 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,897,504 | 118,943 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,491,685 | 116,673 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,683,624 | 131,931 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,287,152 | 137,758 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,502,415 | 134,812 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,624,655 | 139,213 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,349,928 | 153,596 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||