Position in OKE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$15,562
+$4,096 QoQ
Shares Held
179
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#560
of 616 holders
Holding Since
Sep 2023
11 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, 2026Cape Investment Advisory, Inc. holds $771,164 across 14 Oil & Gas Midstream names. OKE ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
9,620 | $521,499 | |
| 2 | PAGP |
Plains Gp Holdings LP
|
3,375 | $81,911 | |
| 3 | WMB |
Williams Companies, Inc.
|
917 | $68,169 | |
| 4 | ET |
Energy Transfer LP
|
1,945 | $37,188 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
527 | $19,372 | |
| 6 | OKE |
Oneok Inc /New/
This page
|
179 | $15,562 | |
| 7 | MPLX |
Mplx LP
|
200 | $11,266 | |
| 8 | AM |
Antero Midstream Corp
|
192 | $4,367 |
All Filings in OKE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,562 | 179 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $11,466 | 156 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,545 | 76 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $12,734 | 156 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $15,478 | 156 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $8,734 | 87 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,925 | 76 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,197 | 76 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,092 | 76 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $5,336 | 76 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,820 | 76 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||