Position in OKE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$664,307
-$69,839 QoQ
Shares Held
7,641
-5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#886
of 1,649 holders
Holding Since
Sep 2023
10 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, 2026Portside Wealth Group, LLC holds $4,448,773 across 4 Oil & Gas Midstream names. OKE ranks #3 (14.9% of the industry book) .
All Filings in OKE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,307 | 7,641 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $734,146 | 8,122 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $626,440 | 8,523 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $787,126 | 10,787 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $877,195 | 10,746 | Shares | Other | 2025-08-11 | |
| 2024-09-30 | $977,915 | 10,731 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $883,920 | 10,839 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $883,954 | 11,026 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $778,739 | 11,090 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $745,112 | 11,747 | Shares | Other | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||