Position in OKE
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$302,264
+$54,202 QoQ
Shares Held
3,344
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 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, 2026Emergent Wealth Advisors, LLC holds $334,516 across 1 Oil & Gas Midstream name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
9,100 | $334,516 |
All Filings in OKE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $302,264 | 3,344 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $248,062 | 3,375 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $243,281 | 3,334 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $238,277 | 2,919 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $289,623 | 2,919 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $229,916 | 2,290 | Shares | Sole | 2025-10-31 | |
| 2024-09-30 | $208,687 | 2,290 | Shares | Sole | 2025-12-16 | |
| 2023-12-31 | $200,127 | 2,850 | Shares | Sole | 2025-12-16 | |
| No filing history on record for this holder in this stock. | ||||||