Position in OKE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$249,256
-$9,892 QoQ
Shares Held
2,867
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,256
of 1,649 holders
Holding Since
Dec 2024
7 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, 2026Collaborative Wealth Managment Inc. holds $787,606 across 2 Oil & Gas Midstream names. OKE ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
14,645 | $538,350 | |
| 2 | OKE |
Oneok Inc /New/
This page
|
2,867 | $249,256 |
All Filings in OKE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,256 | 2,867 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $259,148 | 2,867 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $210,724 | 2,867 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $209,204 | 2,867 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $234,033 | 2,867 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $284,463 | 2,867 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $320,778 | 3,195 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||