Position in OKE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,681,490
+$377,901 QoQ
Shares Held
30,843
+21.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#489
of 1,649 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $29,285,102 across 14 Oil & Gas Midstream names. OKE ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
255,531 | $9,393,319 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
171,310 | $5,476,780 | |
| 3 | OKE |
Oneok Inc /New/
This page
|
30,843 | $2,681,490 | |
| 4 | ET |
Energy Transfer LP
|
139,116 | $2,659,897 | |
| 5 | ENB |
Enbridge Inc
|
44,804 | $2,428,824 | |
| 6 | DTM |
DT Midstream, Inc.
|
13,854 | $2,032,935 | |
| 7 | WMB |
Williams Companies, Inc.
|
22,347 | $1,661,275 | |
| 8 | TRP |
Tc Energy Corp
|
12,348 | $818,548 |
All Filings in OKE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,681,490 | 30,843 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,303,589 | 25,485 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,252,334 | 30,644 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $2,188,418 | 26,809 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,883,394 | 18,982 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,517,646 | 15,116 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,083,140 | 22,859 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,204,330 | 14,768 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,388,945 | 17,325 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $983,150 | 14,001 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $4,498,011 | 70,913 | Shares | Sole | 2023-11-24 | |
| 2022-06-30 | $210,844 | 3,799 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||