Position in OKE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$62,249
-$35,101 QoQ
Shares Held
716
-33.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,453
of 1,645 holders
Holding Since
Sep 2023
12 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $10,327,206 across 11 Oil & Gas Midstream names. OKE ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
74,121 | $5,510,155 | |
| 2 | ENB |
Enbridge Inc
|
56,157 | $3,044,270 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
42,705 | $1,365,278 | |
| 4 | PAGP |
Plains Gp Holdings LP
|
6,000 | $145,620 | |
| 5 | TRP |
Tc Energy Corp
|
1,113 | $73,780 | |
| 6 | OKE |
Oneok Inc /New/
This page
|
716 | $62,249 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
234 | $55,928 | |
| 8 | KNTK |
Kinetik Holdings Inc.
|
675 | $32,629 |
All Filings in OKE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,249 | 716 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $97,350 | 1,077 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $71,074 | 967 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $74,794 | 1,025 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $103,261 | 1,265 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $223,145 | 2,249 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $243,972 | 2,430 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $251,792 | 2,763 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $225,322 | 2,763 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $301,679 | 3,763 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $293,519 | 4,180 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $252,578 | 3,982 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||