Position in OKE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,736,829
+$4,102 QoQ
Shares Held
123,497
+4.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#253
of 1,649 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $27,808,207 across 6 Oil & Gas Midstream names. OKE ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
337,210 | $10,780,603 | |
| 2 | OKE |
Oneok Inc /New/
This page
|
123,497 | $10,736,829 | |
| 3 | WMB |
Williams Companies, Inc.
|
63,760 | $4,739,918 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
26,744 | $983,109 | |
| 5 | ET |
Energy Transfer LP
|
25,654 | $490,504 | |
| 6 | NAT |
NORDIC AMERICAN TANKERS Ltd
|
13,943 | $77,244 |
All Filings in OKE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,736,829 | 123,497 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,732,727 | 118,738 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $756,315 | 10,290 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $760,493 | 10,422 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $857,196 | 10,501 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,486,881 | 85,536 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,678,977 | 86,444 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,768,832 | 85,250 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7,134,157 | 87,482 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,526,719 | 81,411 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $5,413,681 | 77,096 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,518,309 | 71,233 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,108,762 | 66,571 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,106,788 | 48,895 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,139,211 | 47,781 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||