Position in OKE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$573,630
-$12,368 QoQ
Shares Held
6,598
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#926
of 1,649 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Meridian Wealth Management, LLC holds $10,684,204 across 9 Oil & Gas Midstream names. OKE ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
187,278 | $5,987,277 | |
| 2 | ET |
Energy Transfer LP
|
74,768 | $1,429,564 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
3,250 | $776,782 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
15,973 | $587,167 | |
| 5 | OKE |
Oneok Inc /New/
This page
|
6,598 | $573,630 | |
| 6 | ENB |
Enbridge Inc
|
10,024 | $543,401 | |
| 7 | WMB |
Williams Companies, Inc.
|
5,872 | $436,524 | |
| 8 | TRGP |
Targa Resources Corp.
|
1,087 | $291,468 |
All Filings in OKE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,630 | 6,598 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $585,998 | 6,483 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $495,316 | 6,739 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $504,733 | 6,917 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $611,245 | 7,488 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $836,226 | 8,428 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $836,131 | 8,328 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $720,656 | 7,908 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $701,246 | 8,747 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $611,335 | 8,706 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $897,027 | 14,142 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $323,906 | 5,248 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $382,701 | 6,023 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $466,338 | 7,098 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,268,343 | 24,753 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,165,055 | 39,010 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,938,278 | 41,601 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,457,224 | 41,818 | Shares | Other | 2022-01-27 | |
| 2021-09-30 | $2,276,629 | 39,259 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,838,345 | 33,040 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,536,720 | 30,334 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,063,126 | 27,700 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $422,954 | 16,280 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $359,241 | 10,814 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||