Position in OKE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$967,989
-$3,070 QoQ
Shares Held
11,134
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#764
of 1,649 holders
Holding Since
Jun 2023
13 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, 2026Plan Group Financial, LLC holds $4,692,755 across 7 Oil & Gas Midstream names. OKE ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
40,643 | $1,494,036 | |
| 2 | OKE |
Oneok Inc /New/
This page
|
11,134 | $967,989 | |
| 3 | WES |
Western Midstream Partners, LP
|
20,350 | $890,516 | |
| 4 | ET |
Energy Transfer LP
|
32,012 | $612,069 | |
| 5 | ENB |
Enbridge Inc
|
5,283 | $286,391 | |
| 6 | PAA |
Plains All American Pipeline LP
|
10,000 | $222,600 | |
| 7 | WMB |
Williams Companies, Inc.
|
2,948 | $219,154 |
All Filings in OKE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,989 | 11,134 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $971,059 | 10,743 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $699,499 | 9,517 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $811,645 | 11,123 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,058,332 | 12,965 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $645,128 | 6,502 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $504,208 | 5,022 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $457,563 | 5,021 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $251,418 | 3,083 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $301,759 | 3,764 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $264,027 | 3,760 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $369,226 | 5,821 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $425,621 | 6,896 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||