Position in OKE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,778,963
-$530,268 QoQ
Shares Held
19,681
-30.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 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 Mar 31, 2026Talon Private Wealth, LLC holds $5,233,098 across 3 Oil & Gas Midstream names. OKE ranks #2 (34.0% of the industry book) .
All Filings in OKE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,778,963 | 19,681 | Shares | Defined | 2026-05-18 | |
| 2025-06-30 | $2,309,231 | 28,289 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,739,959 | 27,615 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $656,816 | 6,542 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $521,628 | 5,724 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||