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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, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $2,341,059 across 6 Oil & Gas Midstream names. OKE ranks #5 (13.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 OKE
Oneok Inc /New/
This page
3,593 $312,375

All Filings in OKE

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $312,375 3,593
2026-03-31 $320,974 3,551
2025-12-31 $257,764 3,507
2025-09-30 $249,484 3,419
2025-06-30 $275,337 3,373
2025-03-31 $330,700 3,333
2024-12-31 $331,119 3,298
2024-09-30 $297,903 3,269
2024-06-30 $263,488 3,231