Position in OKE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,436,390
+$615,410 QoQ
Shares Held
39,526
+26.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#435
of 1,654 holders
Holding Since
Sep 2020
14 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, 2026Arkadios Wealth Advisors holds $40,392,628 across 20 Oil & Gas Midstream names. OKE ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
140,994 | $10,481,493 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
284,806 | $9,105,247 | |
| 3 | OKE |
Oneok Inc /New/
This page
|
39,526 | $3,436,390 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
88,011 | $3,235,284 | |
| 5 | VG |
Venture Global, Inc.
|
265,154 | $2,951,163 | |
| 6 | ET |
Energy Transfer LP
|
133,394 | $2,550,492 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
97,643 | $2,369,794 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
6,360 | $1,520,103 |
All Filings in OKE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,436,390 | 39,526 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,820,980 | 31,209 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,653,896 | 22,502 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,558,200 | 21,354 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $876,624 | 10,739 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $814,694 | 8,211 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $361,339 | 3,599 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $302,095 | 3,315 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $227,524 | 2,790 | Shares | Sole | 2024-07-29 | |
| 2021-09-30 | $396,361 | 6,835 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,338,587 | 24,058 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $403,608 | 7,967 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,228 | 32 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $10,392 | 400 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||