Morningstar Investment Management LLC

Position in OKE — Oneok Inc /New/

CIK 1673385 CHICAGO, IL

Position in OKE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,512,462

-$139,384 QoQ

Shares Held

40,401

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#428

of 1,649 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Morningstar Investment Management LLC holds $7,825,278 across 4 Oil & Gas Midstream names. OKE ranks #1 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/ This page	40,401	$3,512,462
2	LNG	Cheniere Energy, Inc.	10,003	$2,390,817
3	VNOM	Viper Energy, Inc.	33,391	$1,415,778
4	EPD	Enterprise Products Partners L.P.	13,771	$506,221

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,512,462	40,401	0.0%	Shares	Sole	2026-07-21
2026-03-31	$3,651,846	40,401	+6.2%	Shares	Sole	2026-05-14
2025-12-31	$2,795,572	38,035	+27.7%	Shares	Sole	2026-02-09
2025-09-30	$2,172,827	29,777	+8.8%	Shares	Sole	2025-11-17
2025-06-30	$2,234,621	27,375	+18.2%	Shares	Sole	2025-07-28
2025-03-31	$2,298,828	23,169	-30.3%	Shares	Sole	2025-05-07
2024-12-31	$3,339,304	33,260	-44.0%	Shares	Sole	2025-02-03
2024-09-30	$5,412,119	59,389	-10.0%	Shares	Sole	2024-11-12
2024-06-30	$5,382,952	66,008	-11.1%	Shares	Sole	2024-08-08
2024-03-31	$5,949,255	74,208	0.0%	Shares	Sole	2024-05-13
2023-12-31	$5,210,885	74,208	-1.0%	Shares	Sole	2024-02-13
2023-09-30	$4,753,190	74,936	+37.8%	Shares	Sole	2024-04-09
2023-06-30	$3,355,284	54,363	0.0%	Shares	Sole	2024-04-09
2023-03-31	$3,454,225	54,363	-27.1%	Shares	Sole	2024-04-09
2022-12-31	$4,896,621	74,530	+14.9%	Shares	Sole	2024-04-05
2022-09-30	$3,323,477	64,861	+13.8%	Shares	Sole	2024-04-05
2022-06-30	$3,162,667	56,985	-16.3%	Shares	Sole	2022-08-12
2022-03-31	$4,811,527	68,123	-7.2%	Shares	Sole	2024-04-05
2021-12-31	$4,311,691	73,378	-17.0%	Shares	Sole	2022-02-01
2021-09-30	$5,128,983	88,446	-6.8%	Shares	Sole	2024-04-04
2021-06-30	$5,281,126	94,916	—	Shares	Sole	2024-04-04
No filing history on record for this holder in this stock.