Position in OKE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,208,029
+$144,141 QoQ
Shares Held
13,895
+18.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#691
of 1,645 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Modern Wealth Management, LLC holds $20,248,279 across 11 Oil & Gas Midstream names. OKE ranks #2 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
358,448 | $11,459,579 | |
| 2 | OKE |
Oneok Inc /New/
This page
|
13,895 | $1,208,029 | |
| 3 | DTM |
DT Midstream, Inc.
|
7,882 | $1,156,603 | |
| 4 | ENB |
Enbridge Inc
|
20,936 | $1,134,939 | |
| 5 | WMB |
Williams Companies, Inc.
|
14,728 | $1,094,877 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
4,574 | $1,093,231 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
27,465 | $1,009,613 | |
| 8 | PAGP |
Plains Gp Holdings LP
|
38,983 | $946,115 |
All Filings in OKE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,208,029 | 13,895 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,063,888 | 11,770 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $878,103 | 11,947 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $883,810 | 12,112 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $983,148 | 12,044 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,203,039 | 12,125 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,247,267 | 12,423 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $917,950 | 10,073 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $801,390 | 9,827 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $635,505 | 7,927 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||