Position in OKE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,508,305
-$15,474 QoQ
Shares Held
28,851
+3.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#505
of 1,649 holders
Holding Since
Sep 2023
12 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, 2026Segment Wealth Management, LLC holds $21,308,757 across 9 Oil & Gas Midstream names. OKE ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
321,451 | $11,816,538 | |
| 2 | OKE |
Oneok Inc /New/
This page
|
28,851 | $2,508,305 | |
| 3 | WMB |
Williams Companies, Inc.
|
31,748 | $2,360,146 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
40,614 | $1,298,429 | |
| 5 | TRGP |
Targa Resources Corp.
|
3,412 | $914,893 | |
| 6 | MPLX |
Mplx LP
|
15,447 | $870,129 | |
| 7 | ENB |
Enbridge Inc
|
12,685 | $687,653 | |
| 8 | PAA |
Plains All American Pipeline LP
|
24,400 | $543,144 |
All Filings in OKE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,508,305 | 28,851 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,523,779 | 27,921 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,030,878 | 27,631 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,095,260 | 28,714 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,540,293 | 43,370 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,389,988 | 44,245 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,134,118 | 11,296 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,016,190 | 11,151 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $895,582 | 10,982 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $880,426 | 10,982 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $768,206 | 10,940 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $712,953 | 11,240 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||