Position in OKE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$200,135
-$7,852 QoQ
Shares Held
2,302
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,362
of 1,649 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Evergreen Private Wealth LLC holds $2,359,836 across 2 Oil & Gas Midstream names. OKE ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
67,554 | $2,159,701 | |
| 2 | OKE |
Oneok Inc /New/
This page
|
2,302 | $200,135 |
All Filings in OKE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,135 | 2,302 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $207,987 | 2,301 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $136,416 | 1,856 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $113,030 | 1,549 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $132,240 | 1,620 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $168,475 | 1,698 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $171,282 | 1,706 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $155,376 | 1,705 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $138,961 | 1,704 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $136,770 | 1,706 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $121,059 | 1,724 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||