AWM
OKE icon

AE Wealth Management’s Oneok OKE Stock Holding History

AE 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
Q1 		$20.2M Buy
223,518
+22,368
+11% +$1.84M 0.11% 201
2025
Q4 		$14.8M Buy
201,150
+10,890
+6% +$772K 0.08% 235
2025
Q3 		$13.9M Buy
190,260
+15,024
+9% +$1.15M 0.09% 227
2025
Q2 		$14.3M Sell
175,236
-20,221
-10% -$1.69M 0.1% 208
2025
Q1 		$19.4M Buy
195,457
+13,200
+7% +$1.31M 0.16% 154
2024
Q4 		$18.3M Sell
182,257
-1,783
-1% -$182K 0.16% 155
2024
Q3 		$16.8M Sell
184,040
-6,624
-3% -$576K 0.15% 154
2024
Q2 		$15.5M Sell
190,664
-11,905
-6% -$951K 0.16% 161
2024
Q1 		$16.2M Sell
202,569
-41,175
-17% -$3.01M 0.18% 150
2023
Q4 		$17.2M Sell
243,744
-30,876
-11% -$2.07M 0.09% 272
2023
Q3 		$17.4M Sell
274,620
-20,034
-7% -$1.31M 0.1% 212
2023
Q2 		$18.2M Sell
294,654
-52,897
-15% -$3.27M 0.11% 221
2023
Q1 		$22.1M Buy
347,551
+48,569
+16% +$3.23M 0.14% 169
2022
Q4 		$19.6M Sell
298,982
-27,630
-8% -$1.7M 0.14% 171
2022
Q3 		$16.7M Sell
326,612
-38,627
-11% -$2.3M 0.13% 164
2022
Q2 		$20.3M Buy
365,239
+146,553
+67% +$9.5M 0.16% 153
2022
Q1 		$15.4M Buy
218,686
+36,866
+20% +$2.36M 0.11% 195
2021
Q4 		$10.7M Buy
181,820
+79,296
+77% +$4.92M 0.07% 251
2021
Q3 		$5.95M Buy
102,524
+9,907
+11% +$532K 0.05% 339
2021
Q2 		$5.15M Buy
92,617
+27,582
+42% +$1.47M 0.05% 357
2021
Q1 		$3.29M Buy
65,035
+2,109
+3% +$95.8K 0.03% 423
2020
Q4 		$2.42M Buy
62,926
+1,370
+2% +$46.1K 0.03% 448
2020
Q3 		$1.6M Buy
61,556
+1,107
+2% +$30.8K 0.02% 498
2020
Q2 		$2.01M Buy
60,449
+35,399
+141% +$1.15M 0.03% 408
2020
Q1 		$546K Buy
25,050
+5,370
+27% +$327K 0.01% 651
2019
Q4 		$1.49M Buy
19,680
+3,216
+20% +$230K 0.03% 430
2019
Q3 		$1.21M Sell
16,464
-349
-2% -$24.7K 0.04% 404
2019
Q2 		$1.16M Buy
16,813
+7,618
+83% +$513K 0.03% 365
2019
Q1 		$642K Buy
9,195
+168
+2% +$10.9K 0.04% 295
2018
Q4 		$487K Sell
9,027
-1,052
-10% -$65.3K 0.08% 249
2018
Q3 		$683K Buy
10,079
+4,547
+82% +$311K 0.04% 271
2018
Q2 		$386K Sell
5,532
-18,944
-77% -$1.22M 0.03% 292
2018
Q1 		$1.39M Sell
24,476
-812
-3% -$46.6K 0.11% 122
2017
Q4 		$1.35M Sell
25,288
-5,553
-18% -$296K 0.12% 120
2017
Q3 		$1.71M Sell
30,841
-941
-3% -$50.9K 0.16% 94
2017
Q2 		$1.66M Buy
31,782
+12,016
+61% +$622K 0.2% 90
2017
Q1 		$1.1M Buy
19,766
+2,356
+14% +$130K 0.2% 92
2016
Q4 		$1M Buy
+17,410
New +$913K 0.41% 54

Other funds holding OKE

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

AE Wealth Management's OKE Position: Q1 2026 in Review

AE Wealth Management increased its Oneok (OKE) stake by 11% in Q1 2026, buying an estimated $1.84M and bringing the position to 223,518 shares worth $20.2M. The position accounts for 0.11% of the portfolio, ranked #201.

AE Wealth Management first reported a position in OKE in Q4 2016 and has held it in 38 quarters since. The position peaked at $22.1M in Q1 2023. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • AE Wealth Management held 223,518 shares of Oneok worth $20.2M as of Q1 2026.
  • AE Wealth Management bought 22,368 Oneok shares in Q1 2026, an estimated $1.84M.
  • Oneok made up 0.11% of AE Wealth Management's portfolio in Q1 2026, its #201 holding.
  • AE Wealth Management first reported a position in Oneok in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Oneok position peaked at $22.1M in Q1 2023.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.