Marshall & Sterling Wealth Advisors Inc.
Position in OKE — Oneok Inc /New/
CIK 2056315
POUGHKEEPSIE, NY
Position in OKE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,694
-$345 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,570
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, 2026Marshall & Sterling Wealth Advisors Inc. holds $47,586 across 2 Oil & Gas Midstream names. OKE ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
1,058 | $38,892 | |
| 2 | OKE |
Oneok Inc /New/
This page
|
100 | $8,694 |
All Filings in OKE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,694 | 100 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,039 | 100 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,350 | 100 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,025 | 110 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $8,979 | 110 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $39,092 | 394 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,553 | 384 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||