Position in OKE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$679,349
-$74,684 QoQ
Shares Held
7,814
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#875
of 1,649 holders
Holding Since
Mar 2024
10 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, 2026MOSAIC FINANCIAL GROUP, LLC holds $954,536 across 2 Oil & Gas Midstream names. OKE ranks #1 (71.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
This page
|
7,814 | $679,349 | |
| 2 | PBA |
Pembina Pipeline Corp
|
5,950 | $275,187 |
All Filings in OKE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,349 | 7,814 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $754,033 | 8,342 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $613,137 | 8,342 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $608,715 | 8,342 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $680,957 | 8,342 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $827,693 | 8,342 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $890,949 | 8,874 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $899,817 | 9,874 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $542,062 | 6,647 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $532,889 | 6,647 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||