Arete Wealth Advisors’s Oneok OKE Stock Holding History

Arete 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	$4.94M	Buy	54,666 +34,665	+173%	+$2.85M	0.37%	67
2025 Q4	$1.47M	Sell	20,001 -5	-0%	-$354	0.09%	220
2025 Q3	$1.46M	Sell	20,006 -148	-0.7%	-$11.3K	0.09%	206
2025 Q2	$1.65M	Buy	20,154 +822	+4%	+$68.5K	0.12%	179
2025 Q1	$1.92M	Buy	19,332 +3	+0%	+$298	0.15%	149
2024 Q4	$1.94M	Buy	19,329 +6,454	+50%	+$660K	0.14%	150
2024 Q3	$1.17M	Sell	12,875 -8,085	-39%	-$703K	0.1%	203
2024 Q2	$1.71M	Sell	20,960 -955	-4%	-$76.3K	0.14%	145
2024 Q1	$1.76M	Buy	21,915 +430	+2%	+$31.4K	0.16%	148
2023 Q4	$1.51M	Buy	21,485 +378	+2%	+$25.3K	0.12%	178
2023 Q3	$1.34M	Buy	21,107 +17,358	+463%	+$1.13M	0.23%	96
2023 Q2	$231K	Buy	+3,749	New	+$232K	0.02%	564
2018 Q3	–	Sell	-3,581	Closed	-$250K	–	385
2018 Q2	$250K	Buy	+3,581	New	+$231K	0.06%	305

Other funds holding OKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Arete Wealth Advisors increased its Oneok (OKE) stake by 173% in Q1 2026, buying an estimated $2.85M and bringing the position to 54,666 shares worth $4.94M. The position accounts for 0.37% of the portfolio, ranked #67.

Arete Wealth Advisors first reported a position in OKE in Q2 2018 and has held it in 13 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Arete Wealth Advisors held 54,666 shares of Oneok worth $4.94M as of Q1 2026.
Arete Wealth Advisors bought 34,665 Oneok shares in Q1 2026, an estimated $2.85M.
Oneok made up 0.37% of Arete Wealth Advisors's portfolio in Q1 2026, its #67 holding.
Arete Wealth Advisors first reported a position in Oneok in Q2 2018 and has held it in 13 quarters since.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.