Position in OKE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$356,019
+$5,849 QoQ
Shares Held
4,095
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,091
of 1,649 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Focused Wealth Management, Inc holds $2,703,448 across 2 Oil & Gas Midstream names. OKE ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
73,426 | $2,347,429 | |
| 2 | OKE |
Oneok Inc /New/
This page
|
4,095 | $356,019 |
All Filings in OKE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,019 | 4,095 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $350,170 | 3,874 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $256,221 | 3,486 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $251,089 | 3,441 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $269,297 | 3,299 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $323,655 | 3,262 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $324,292 | 3,230 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $291,707 | 3,201 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $273,110 | 3,349 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $265,442 | 3,311 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $229,549 | 3,269 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $204,625 | 3,226 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $187,690 | 3,041 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $190,175 | 2,993 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $194,012 | 2,953 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $149,262 | 2,913 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $153,901 | 2,773 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $193,102 | 2,734 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $158,240 | 2,693 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $307,578 | 5,304 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $145,053 | 2,607 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $288,154 | 5,688 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $216,348 | 5,637 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $144,656 | 5,568 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $182,477 | 5,493 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $50,163 | 2,300 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||