Acumen Wealth Advisors’s Oneok OKE Stock Holding History

Acumen Wealth Advisors’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	-16	Closed	-$1.18K	–	538
2025 Q4	$1.18K	Buy	+16	New	+$1.13K	﹤0.01%	445

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Acumen Wealth Advisors's OKE Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Oneok (OKE) in Q1 2026, closing a stake of 16 shares — an estimated $1.18K sold.

Acumen Wealth Advisors first reported a position in OKE in Q4 2025 and held it in 1 quarter. The position peaked at $1.18K in Q4 2025. 1,687 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Acumen Wealth Advisors reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 16 Oneok shares in Q1 2026, an estimated $1.18K.
Acumen Wealth Advisors first reported a position in Oneok in Q4 2025 and held it in 1 quarter.
Acumen Wealth Advisors's Oneok position peaked at $1.18K in Q4 2025.
1,687 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.