Position in OKE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,098,557
-$230,341 QoQ
Shares Held
24,138
-6.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#155
of 660 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $9,171,283 across 5 Oil & Gas Midstream names. OKE ranks #2 (22.9% of the industry book) .
All Filings in OKE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,098,557 | 24,138 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,328,898 | 25,765 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,847,496 | 25,136 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $2,083,658 | 28,555 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,381,587 | 16,925 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,747,561 | 17,613 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,773,365 | 17,663 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,616,919 | 17,743 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,459,500 | 17,897 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,601,556 | 19,977 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,624,820 | 23,139 | Shares | Sole | 2024-02-23 | |
| No filing history on record for this holder in this stock. | ||||||