BAKER TILLY WEALTH MANAGEMENT, LLC

Position in OKE — Oneok Inc /New/

CIK 1840565 MADISON, WI

Position in OKE

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$241,431

+$31,887 QoQ

Shares Held

2,671

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $2,081,222 across 1 Oil & Gas Midstream name.

#	Ticker	Company	Shares	Value (USD)	Open
1	WMB	Williams Companies, Inc.	27,996	$2,081,222

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$241,431	2,671	+4.1%	Shares	Sole	2026-04-10
2025-06-30	$209,544	2,567	+3.3%	Shares	Sole	2025-07-10
2025-03-31	$246,660	2,486	-12.2%	Shares	Sole	2025-04-09
2024-12-31	$284,232	2,831	-0.2%	Shares	Sole	2025-01-10
2024-09-30	$258,535	2,837	-14.1%	Shares	Sole	2024-10-24
2024-06-30	$269,278	3,302	-49.1%	Shares	Sole	2024-07-18
2024-03-31	$519,742	6,483	-26.4%	Shares	Sole	2024-05-09
2023-12-31	$618,287	8,805	-13.4%	Shares	Sole	2024-01-10
2023-09-30	$644,575	10,162	+18.3%	Shares	Sole	2023-10-10
2023-06-30	$530,236	8,591	+15.2%	Shares	Sole	2023-07-20
2023-03-31	$473,944	7,459	+2.2%	Shares	Sole	2023-04-12
2022-12-31	$479,741	7,302	-13.0%	Shares	Sole	2023-01-26
2022-09-30	$429,954	8,391	+0.2%	Shares	Sole	2022-10-20
2022-06-30	$464,757	8,374	-2.7%	Shares	Sole	2022-07-28
2022-03-31	$607,912	8,607	-10.1%	Shares	Sole	2022-04-27
2021-12-31	$562,391	9,571	+18.9%	Shares	Sole	2022-02-08
2021-09-30	$466,935	8,052	+7.1%	Shares	Sole	2021-11-02
2021-06-30	$418,468	7,521	+4.5%	Shares	Sole	2021-07-30
2021-03-31	$364,600	7,197	+15.8%	Shares	Sole	2021-04-28
2020-12-31	$238,531	6,215	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.