Position in OKE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,683,593
-$57,318 QoQ
Shares Held
19,365
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#590
of 1,645 holders
Holding Since
Sep 2024
8 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $2,917,431 across 5 Oil & Gas Midstream names. OKE ranks #1 (57.7% of the industry book) .
All Filings in OKE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,683,593 | 19,365 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,740,911 | 19,260 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,106,469 | 15,054 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,160,879 | 15,909 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,233,510 | 15,111 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,440,575 | 14,519 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,617,845 | 16,114 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,458,809 | 16,008 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||