Position in OKE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$244,388
-$14,127 QoQ
Shares Held
2,811
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,267
of 1,654 holders
Holding Since
Jun 2020
22 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, 2026Pinnacle Wealth Planning Services, Inc. holds $43,779,935 across 25 Oil & Gas Midstream names. OKE ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
2,146,965 | $41,049,970 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
26,114 | $834,864 | |
| 3 | WMB |
Williams Companies, Inc.
|
8,866 | $659,098 | |
| 4 | TNCAF |
Tc Energy Corp
|
3,739 | $247,858 | |
| 5 | OKE |
Oneok Inc /New/
This page
|
2,811 | $244,388 | |
| 6 | TNK |
Teekay Tankers Ltd.
|
2,383 | $154,585 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
496 | $118,548 | |
| 8 | ENB |
Enbridge Inc
|
1,769 | $95,897 |
All Filings in OKE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,388 | 2,811 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $258,515 | 2,860 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $208,813 | 2,841 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $222,451 | 2,242 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $218,570 | 2,177 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $231,561 | 2,541 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $207,707 | 2,547 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $204,192 | 2,547 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $250,929 | 3,956 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,675,796 | 59,556 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,784,188 | 59,556 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $7,545,250 | 114,844 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,886,041 | 114,872 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,207,954 | 75,819 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,016,233 | 56,863 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,898,409 | 83,363 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,819,395 | 65,863 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $9,268,678 | 166,583 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $8,437,676 | 166,555 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $5,518,852 | 143,795 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,597,264 | 176,954 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $12,102,477 | 364,313 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||