Position in OKE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$277,077
-$15,063 QoQ
Shares Held
3,187
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,205
of 1,649 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $3,171,036 across 5 Oil & Gas Midstream names. OKE ranks #4 (8.7% of the industry book) .
All Filings in OKE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,077 | 3,187 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $292,140 | 3,232 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $241,521 | 3,286 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $235,474 | 3,227 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $210,605 | 2,580 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $262,040 | 2,641 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $272,385 | 2,713 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $218,985 | 2,403 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||