Position in OKE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,295,058
+$371,363 QoQ
Shares Held
14,896
+45.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#665
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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $5,134,464 across 7 Oil & Gas Midstream names. OKE ranks #1 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
This page
|
14,896 | $1,295,058 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
34,323 | $1,261,713 | |
| 3 | TRGP |
Targa Resources Corp.
|
3,004 | $805,492 | |
| 4 | ET |
Energy Transfer LP
|
34,556 | $660,710 | |
| 5 | WMB |
Williams Companies, Inc.
|
7,347 | $546,175 | |
| 6 | MPLX |
Mplx LP
|
5,786 | $325,925 | |
| 7 | ENB |
Enbridge Inc
|
4,416 | $239,391 |
All Filings in OKE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,295,058 | 14,896 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $923,695 | 10,219 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $801,003 | 10,898 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $795,664 | 10,904 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $983,968 | 12,054 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,239,456 | 12,492 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,236,325 | 12,314 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,141,676 | 12,528 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,021,658 | 12,528 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,015,353 | 12,665 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $887,510 | 12,639 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $799,979 | 12,612 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $291,071 | 4,716 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $298,320 | 4,695 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $306,884 | 4,671 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||