Position in OKE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,662,858
+$927,221 QoQ
Shares Held
51,586
+1.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Geneos Wealth Management Inc. holds $23,228,588 across 23 Oil & Gas Midstream names. OKE ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
328,760 | $11,023,322 | |
| 2 | OKE |
Oneok Inc /New/
This page
|
51,586 | $4,662,858 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
55,340 | $2,094,065 | |
| 4 | ENB |
Enbridge Inc
|
36,349 | $1,967,934 | |
| 5 | KNTK |
Kinetik Holdings Inc.
|
19,006 | $920,080 | |
| 6 | WMB |
Williams Companies, Inc.
|
9,996 | $727,508 | |
| 7 | ET |
Energy Transfer LP
|
21,919 | $423,036 | |
| 8 | GEL |
Genesis Energy LP
|
13,155 | $234,553 |
All Filings in OKE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,662,858 | 51,586 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,735,637 | 50,825 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,665,502 | 50,233 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,043,378 | 49,533 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $4,377,090 | 44,115 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $4,166,901 | 41,503 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,890,066 | 42,687 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,379,758 | 41,444 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,265,404 | 40,731 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,812,030 | 40,046 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,041,531 | 47,951 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,681,363 | 43,444 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,464,780 | 38,791 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,620,116 | 39,880 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,114,982 | 41,276 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,326,503 | 59,937 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,273,256 | 60,502 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,668,739 | 62,436 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,539,361 | 61,034 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,400,549 | 61,117 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $3,079,317 | 60,784 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $2,421,355 | 63,089 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $1,505,748 | 57,958 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $1,853,908 | 55,807 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $1,119,616 | 51,335 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||