WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in OKE — Oneok Inc /New/
CIK 1812177
HIGHLAND PARK, IL
Position in OKE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$312,375
-$8,599 QoQ
Shares Held
3,593
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,153
of 1,649 holders
Holding Since
Jun 2024
9 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $2,341,059 across 6 Oil & Gas Midstream names. OKE ranks #5 (13.3% of the industry book) .
All Filings in OKE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,375 | 3,593 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $320,974 | 3,551 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $257,764 | 3,507 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $249,484 | 3,419 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $275,337 | 3,373 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $330,700 | 3,333 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $331,119 | 3,298 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $297,903 | 3,269 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $263,488 | 3,231 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||