Position in OKE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,100,476
+$7,040,096 QoQ
Shares Held
81,671
+12126.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#307
of 1,649 holders
Holding Since
Dec 2020
19 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, 2026SOA Wealth Advisors, LLC. holds $16,419,896 across 9 Oil & Gas Midstream names. OKE ranks #1 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
This page
|
81,671 | $7,100,476 | |
| 2 | WMB |
Williams Companies, Inc.
|
78,510 | $5,836,433 | |
| 3 | ET |
Energy Transfer LP
|
87,219 | $1,667,627 | |
| 4 | AM |
Antero Midstream Corp
|
56,533 | $1,286,125 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
6,611 | $243,020 | |
| 6 | MPLX |
Mplx LP
|
3,191 | $179,749 | |
| 7 | ENB |
Enbridge Inc
|
915 | $49,602 | |
| 8 | DTM |
DT Midstream, Inc.
|
278 | $40,793 |
All Filings in OKE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,100,476 | 81,671 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $60,380 | 668 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $37,485 | 510 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $37,214 | 510 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $41,631 | 510 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $50,602 | 510 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $51,204 | 510 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $46,476 | 510 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $41,590 | 510 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $40,886 | 510 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $35,812 | 510 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,436 | 133 | Shares | Sole | 2023-10-10 | |
| 2022-06-30 | $721 | 13 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,096 | 58 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $3,408 | 58 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $3,363 | 58 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,227 | 58 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,330 | 46 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,458 | 38 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||