Patriot Financial Group Insurance Agency, LLC

Insurance

Position in OKE — Oneok Inc /New/

CIK 1694883 Westborough, MA

Position in OKE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$234,390

-$227,864 QoQ

Shares Held

2,696

-47.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,287

of 1,649 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,486,900 across 4 Oil & Gas Midstream names. OKE ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	50,390	$2,731,641
2	ET	Energy Transfer LP	14,232	$272,115
3	EPD	Enterprise Products Partners L.P.	6,767	$248,754
4	OKE	Oneok Inc /New/ This page	2,696	$234,390

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,390	2,696	-47.3%	Shares	Sole	2026-07-16
2026-03-31	$462,254	5,114	+102.9%	Shares	Sole	2026-04-22
2025-06-30	$205,789	2,521	+2.4%	Shares	Sole	2025-07-21
2025-03-31	$244,180	2,461	+16.3%	Shares	Sole	2025-04-14
2024-12-31	$212,446	2,116	-28.7%	Shares	Sole	2025-01-22
2022-06-30	$164,724	2,968	-13.4%	Shares	Sole	2022-07-29
2022-03-31	$241,978	3,426	-3.1%	Shares	Sole	2022-05-11
2021-12-31	$207,716	3,535	+3.7%	Shares	Sole	2022-01-10
2021-09-30	$197,687	3,409	+0.6%	Shares	Sole	2021-11-24
2021-06-30	$188,452	3,387	+0.6%	Shares	Sole	2021-07-30
2021-03-31	$170,572	3,367	+112.8%	Shares	Sole	2021-04-29
2020-12-31	$60,717	1,582	+0.6%	Shares	Sole	2021-01-15
2020-09-30	$40,840	1,572	+106.3%	Shares	Sole	2020-10-21
2020-06-30	$25,313	762	+1.2%	Shares	Sole	2020-07-10
2020-03-31	$16,422	753	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.