Position in OKE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,224,810
-$48,604 QoQ
Shares Held
14,088
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#686
of 1,649 holders
Holding Since
Sep 2021
20 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, 2026Joel Isaacson & Co., LLC holds $7,030,947 across 6 Oil & Gas Midstream names. OKE ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
105,143 | $3,865,056 | |
| 2 | OKE |
Oneok Inc /New/
This page
|
14,088 | $1,224,810 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
25,448 | $813,572 | |
| 4 | TRGP |
Targa Resources Corp.
|
1,638 | $439,213 | |
| 5 | WMB |
Williams Companies, Inc.
|
5,645 | $419,649 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
1,124 | $268,647 |
All Filings in OKE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,224,810 | 14,088 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,273,414 | 14,088 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,035,468 | 14,088 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,078,350 | 14,778 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,206,328 | 14,778 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,466,273 | 14,778 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,493,751 | 14,878 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,353,098 | 14,848 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,210,854 | 14,848 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,190,364 | 14,848 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,044,733 | 14,878 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $943,711 | 14,878 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $416,671 | 6,751 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $427,052 | 6,721 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $441,569 | 6,721 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $344,384 | 6,721 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $373,015 | 6,721 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $474,704 | 6,721 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $394,925 | 6,721 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $389,750 | 6,721 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||