AWM
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Accredited Wealth Management’s Oneok OKE Stock Holding History

Accredited 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
2025
Q3 		$8.25K Buy
500
+387
+342% +$29.6K 0.01% 284
2025
Q2 		$9.22K Hold
113
– – 0.01% 268
2025
Q1 		$11.2K Buy
+113
New +$11.2K 0.01% 229

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accredited Wealth Management's OKE Position: Q3 2025 in Review

Accredited Wealth Management increased its Oneok (OKE) stake by 342% in Q3 2025, buying an estimated $29.6K and bringing the position to 500 shares worth $8.25K. The position accounts for 0.01% of the portfolio, ranked #284.

Accredited Wealth Management first reported a position in OKE in Q1 2025 and has held it in 3 quarters since. The position peaked at $11.2K in Q1 2025. 1,483 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • Accredited Wealth Management held 500 shares of Oneok worth $8.25K as of Q3 2025.
  • Accredited Wealth Management bought 387 Oneok shares in Q3 2025, an estimated $29.6K.
  • Oneok made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #284 holding.
  • Accredited Wealth Management first reported a position in Oneok in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's Oneok position peaked at $11.2K in Q1 2025.
  • 1,483 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.