Position in OKE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,182,210
-$46,913 QoQ
Shares Held
13,598
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#699
of 1,649 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026NewEdge Wealth, LLC holds $31,270,776 across 17 Oil & Gas Midstream names. OKE ranks #10 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
114,017 | $8,476,023 | |
| 2 | TRGP |
Targa Resources Corp.
|
13,577 | $3,640,536 | |
| 3 | ET |
Energy Transfer LP
|
186,223 | $3,560,583 | |
| 4 | INSW |
International Seaways, Inc.
|
31,675 | $2,425,988 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
69,267 | $2,214,465 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
56,138 | $2,063,632 | |
| 7 | ENB |
Enbridge Inc
|
30,006 | $1,626,625 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
6,037 | $1,442,903 |
All Filings in OKE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,182,210 | 13,598 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,229,123 | 13,598 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,217,086 | 16,559 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $981,154 | 13,446 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,084,699 | 13,288 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,361,695 | 13,724 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,304,296 | 12,991 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,209,841 | 13,276 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $888,813 | 10,899 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $508,357 | 6,341 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $428,271 | 6,099 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $396,944 | 6,258 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $215,337 | 3,389 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $227,519 | 3,463 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $200,450 | 3,912 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $484,071 | 8,722 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $478,447 | 6,774 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $395,631 | 6,733 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $235,497 | 4,061 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $227,845 | 4,095 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $219,003 | 4,323 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||