Position in OKE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$238,041
+$14,055 QoQ
Shares Held
2,738
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,276
of 1,645 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026GeoWealth Management, LLC holds $2,451,539 across 7 Oil & Gas Midstream names. OKE ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
12,496 | $677,408 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
18,399 | $588,216 | |
| 3 | INSW |
International Seaways, Inc.
|
6,672 | $511,008 | |
| 4 | WMB |
Williams Companies, Inc.
|
4,499 | $334,455 | |
| 5 | OKE |
Oneok Inc /New/
This page
|
2,738 | $238,041 | |
| 6 | DTM |
DT Midstream, Inc.
|
552 | $81,000 | |
| 7 | TRP |
Tc Energy Corp
|
323 | $21,411 |
All Filings in OKE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,041 | 2,738 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $223,986 | 2,478 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $137,954 | 1,690 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $212,926 | 2,146 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $392,664 | 3,911 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $364,155 | 3,996 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $320,328 | 3,928 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $273,059 | 3,406 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||