AWM
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Abound Wealth Management’s Oneok OKE Stock Holding History

Abound Wealth Management’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
Q2 		$2.97M Sell
34,147
-68
-0.2% -$5.99K 0.59% 25
2026
Q1 		$3.09M Buy
34,215
+905
+3% +$74.5K 0.7% 24
2025
Q4 		$2.45M Hold
33,310
– – 0.57% 26
2025
Q3 		$2.43M Hold
33,310
– – 0.61% 27
2025
Q2 		$2.72M Hold
33,310
– – 0.77% 23
2025
Q1 		$3.31M Buy
33,310
+2,553
+8% +$253K 1.1% 18
2024
Q4 		$3.09M Buy
30,757
+3
+0% +$307 0.99% 17
2024
Q3 		$2.8M Sell
30,754
-700
-2% -$60.9K 0.93% 17
2024
Q2 		$2.57M Sell
31,454
-12
-0% -$959 0.95% 17
2024
Q1 		$2.52M Buy
31,466
+5,171
+20% +$377K 0.96% 16
2023
Q4 		$1.85M Buy
26,295
+28
+0.1% +$1.88K 0.74% 18
2023
Q3 		$1.67M Sell
26,267
-32
-0.1% -$2.09K 0.71% 20
2023
Q2 		$1.62M Buy
26,299
+59
+0.2% +$3.65K 0.68% 20
2023
Q1 		$1.67M Buy
26,240
+1,551
+6% +$103K 0.75% 19
2022
Q4 		$1.62M Buy
24,689
+28
+0.1% +$1.72K 0.79% 19
2022
Q3 		$1.26M Buy
24,661
+24
+0.1% +$1.43K 0.68% 19
2022
Q2 		$1.37M Sell
24,637
-17
-0.1% -$1.1K 0.76% 21
2022
Q1 		$1.74M Buy
24,654
+2,988
+14% +$191K 1.26% 14
2021
Q4 		$1.27M Buy
+21,666
New +$1.34M 1% 15

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Abound Wealth Management's OKE Position: Q2 2026 in Review

Abound Wealth Management reduced its Oneok (OKE) stake by 0.2% in Q2 2026, selling an estimated $5.99K and leaving 34,147 shares worth $2.97M. The position accounts for 0.59% of the portfolio, ranked #25.

Abound Wealth Management first reported a position in OKE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.31M in Q1 2025. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Abound Wealth Management held 34,147 shares of Oneok worth $2.97M as of Q2 2026.
  • Abound Wealth Management sold 68 Oneok shares in Q2 2026, an estimated $5.99K.
  • Oneok made up 0.59% of Abound Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Abound Wealth Management first reported a position in Oneok in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Oneok position peaked at $3.31M in Q1 2025.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.