Accurate Wealth Management’s Oneok OKE Stock Holding History

Accurate 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	$406K	Buy	4,516 +1,602	+55%	+$141K	0.04%	393
2026 Q1	$251K	Buy	+2,914	New	+$240K	0.03%	460
2024 Q4	–	Sell	-2,611	Closed	-$248K	–	396
2024 Q3	$248K	Buy	2,611 +3	+0.1%	+$261	0.05%	319
2024 Q2	$221K	Buy	+2,608	New	+$208K	0.05%	303
2023 Q1	–	Sell	-1,635	Closed	-$113K	–	1026
2022 Q4	$113K	Buy	+1,635	New	+$100K	0.04%	288

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Accurate Wealth Management increased its Oneok (OKE) stake by 55% in Q2 2026, buying an estimated $141K and bringing the position to 4,516 shares worth $406K. The position accounts for 0.04% of the portfolio, ranked #393.

Accurate Wealth Management first reported a position in OKE in Q4 2022 and has held it in 5 quarters since. 1,660 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Accurate Wealth Management held 4,516 shares of Oneok worth $406K as of Q2 2026.
Accurate Wealth Management bought 1,602 Oneok shares in Q2 2026, an estimated $141K.
Oneok made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #393 holding.
Accurate Wealth Management first reported a position in Oneok in Q4 2022 and has held it in 5 quarters since.
1,660 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.