Position in OKE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$29,385
+$1,907 QoQ
Shares Held
338
+11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,512
of 1,649 holders
Holding Since
Dec 2023
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, 2026Dogwood Wealth Management LLC holds $108,428 across 7 Oil & Gas Midstream names. OKE ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
This page
|
338 | $29,385 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
734 | $23,465 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
595 | $21,872 | |
| 4 | WMB |
Williams Companies, Inc.
|
202 | $15,016 | |
| 5 | TRGP |
Targa Resources Corp.
|
35 | $9,384 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
31 | $7,409 | |
| 7 | ENB |
Enbridge Inc
|
35 | $1,897 |
All Filings in OKE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,385 | 338 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $27,478 | 304 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,704 | 64 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $948 | 13 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,550 | 68 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,770 | 38 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $5 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||