Position in OKE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$201,353
-$33,118 QoQ
Shares Held
2,316
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,359
of 1,649 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $413,729 across 2 Oil & Gas Midstream names. OKE ranks #2 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
6,643 | $212,376 | |
| 2 | OKE |
Oneok Inc /New/
This page
|
2,316 | $201,353 |
All Filings in OKE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,353 | 2,316 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $234,471 | 2,594 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $239,852 | 3,287 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||