Position in OKE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$406,270
-$12,778 QoQ
Shares Held
4,673
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,037
of 1,649 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Wealth Management LLC holds $673,200 across 2 Oil & Gas Midstream names. OKE ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
This page
|
4,673 | $406,270 | |
| 2 | ENB |
Enbridge Inc
|
4,924 | $266,930 |
All Filings in OKE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,270 | 4,673 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $419,048 | 4,636 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $396,385 | 5,393 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $397,102 | 5,442 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $412,068 | 5,048 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $484,590 | 4,884 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $476,900 | 4,750 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||