Position in OKE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$217,089
+$15,068 QoQ
Shares Held
2,497
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,324
of 1,649 holders
Holding Since
Jun 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 Jun 30, 2026Triad Wealth Partners, LLC holds $2,724,339 across 6 Oil & Gas Midstream names. OKE ranks #6 (8.0% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,089 | 2,497 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $202,021 | 2,235 | Shares | Sole | 2026-04-16 | |
| 2025-03-31 | $213,422 | 2,151 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $234,634 | 2,337 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $102,671 | 1,259 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||