Rothwell Investment Advisors, LLC’s Oneok OKE Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$20K	Buy	+234	New	+$21.5K	0.01%	622

Other funds holding OKE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Rothwell Investment Advisors, LLC's OKE Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Oneok (OKE) in Q3 2026: 234 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #622 among its holdings.

875 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

Rothwell Investment Advisors, LLC held 234 shares of Oneok worth $20K as of Q3 2026.
Oneok was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Oneok made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #622 holding.
875 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.