BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in OKE — Oneok Inc /New/
CIK 1654599
MORRISTOWN, NJ
Position in OKE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$265,340
-$10,530 QoQ
Shares Held
3,052
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#117
of 170 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $10,563,588 across 9 Oil & Gas Midstream names. OKE ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
161,787 | $8,770,473 | |
| 2 | PAA |
Plains All American Pipeline LP
|
40,900 | $910,434 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
9,452 | $302,180 | |
| 4 | OKE |
Oneok Inc /New/
This page
|
3,052 | $265,340 | |
| 5 | GLP |
Global Partners LP
|
3,500 | $163,065 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
1,820 | $66,903 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
200 | $47,802 | |
| 8 | PBT |
Permian Basin Royalty Trust
|
1,000 | $25,040 |
All Filings in OKE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,340 | 3,052 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $275,870 | 3,052 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $224,322 | 3,052 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $284,728 | 3,902 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $318,520 | 3,902 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $387,156 | 3,902 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $391,760 | 3,902 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $355,589 | 3,902 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $318,208 | 3,902 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $275,464 | 3,436 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $241,275 | 3,436 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $217,945 | 3,436 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||