Position in OKE
as of Mar 31, 2026
· filed Aug 10, 2026
Position Value
$207,535
+$69,943 QoQ
Shares Held
2,296
+22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 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, 2026SageView Advisory Group, LLC holds $848,442 across 1 Oil & Gas Midstream name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
11,413 | $848,442 |
All Filings in OKE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,535 | 2,296 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $137,592 | 1,872 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $217,345 | 2,385 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $278,167 | 3,411 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $358,402 | 5,104 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $2,631,520 | 41,487 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,238,275 | 36,265 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,303,833 | 36,258 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,381,296 | 36,245 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||