Position in OKE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$377,667
-$9,925 QoQ
Shares Held
4,344
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,065
of 1,649 holders
Holding Since
Sep 2025
4 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, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $9,862,013 across 3 Oil & Gas Midstream names. OKE ranks #2 (3.8% of the industry book) .
All Filings in OKE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,667 | 4,344 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $387,592 | 4,288 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $345,156 | 4,696 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $250,651 | 3,435 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||