Position in OKE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,843,862
+$2,007,695 QoQ
Shares Held
55,715
+77.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#359
of 1,618 holders
Holding Since
Mar 2022
16 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, 2026Integrated Wealth Concepts LLC holds $39,997,460 across 43 Oil & Gas Midstream names. OKE ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
149,828 | $5,507,677 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
158,818 | $5,077,411 | |
| 3 | OKE |
Oneok Inc /New/
This page
|
55,715 | $4,843,862 | |
| 4 | WMB |
Williams Companies, Inc.
|
54,948 | $4,084,834 | |
| 5 | ET |
Energy Transfer LP
|
204,963 | $3,918,892 | |
| 6 | ENB |
Enbridge Inc
|
57,881 | $3,137,729 | |
| 7 | TRGP |
Targa Resources Corp.
|
9,166 | $2,457,771 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
8,964 | $2,142,485 |
All Filings in OKE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,843,862 | 55,715 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,836,167 | 31,377 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,100,074 | 14,967 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,659,556 | 22,743 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,176,582 | 26,664 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,738,571 | 27,601 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,519,136 | 25,091 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,171,081 | 23,824 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,478,256 | 18,127 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,446,507 | 18,043 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,059,552 | 29,330 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,584,100 | 24,974 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $910,802 | 14,757 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $971,399 | 15,288 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $269,501 | 4,102 | Shares | Other | 2023-02-13 | |
| 2022-03-31 | $221,071 | 3,130 | Shares | Other | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||