Position in OKE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,266,715
+$119,847 QoQ
Shares Held
14,570
+14.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#673
of 1,649 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Perigon Wealth Management, LLC holds $11,453,439 across 12 Oil & Gas Midstream names. OKE ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
96,653 | $3,552,964 | |
| 2 | WMB |
Williams Companies, Inc.
|
26,082 | $1,938,935 | |
| 3 | OKE |
Oneok Inc /New/
This page
|
14,570 | $1,266,715 | |
| 4 | ET |
Energy Transfer LP
|
54,676 | $1,045,405 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
19,539 | $624,661 | |
| 6 | ENB |
Enbridge Inc
|
10,512 | $569,855 | |
| 7 | FRO |
Frontline plc
|
15,565 | $541,506 | |
| 8 | TEN |
Tsakos Energy Navigation Ltd
|
14,901 | $527,048 |
All Filings in OKE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,266,715 | 14,570 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,146,868 | 12,688 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $963,438 | 13,108 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $864,475 | 11,847 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $971,152 | 11,897 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,143,609 | 11,526 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,156,106 | 11,515 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,013,365 | 11,120 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $899,985 | 11,036 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $876,979 | 10,939 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $754,022 | 10,738 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,033,782 | 16,298 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $253,484 | 4,107 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||