1 North Wealth Services’s Oneok OKE Stock Holding History

1 North Wealth Services’s Portfolio OKE Stock Details OKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-213	Closed	-$15.7K	–	281
2025 Q4	$15.7K	Buy	+213	New	+$15.1K	0.01%	140

Other funds holding OKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

1 North Wealth Services's OKE Position: Q1 2026 in Review

1 North Wealth Services sold out of Oneok (OKE) in Q1 2026, closing a stake of 213 shares — an estimated $15.7K sold.

1 North Wealth Services first reported a position in OKE in Q4 2025 and held it in 1 quarter. The position peaked at $15.7K in Q4 2025. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

1 North Wealth Services reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
1 North Wealth Services sold 213 Oneok shares in Q1 2026, an estimated $15.7K.
1 North Wealth Services first reported a position in Oneok in Q4 2025 and held it in 1 quarter.
1 North Wealth Services's Oneok position peaked at $15.7K in Q4 2025.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.