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Atlantic Private Wealth’s Oneok OKE Stock Holding History

Atlantic Private Wealth’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 		$54.2K Sell
600
-150
-20% -$12.3K 0.04% 124
2025
Q4 		$55.1K Hold
750
– – 0.04% 114
2025
Q3 		$54.7K Hold
750
– – 0.04% 98
2025
Q2 		$61.2K Hold
750
– – 0.04% 95
2025
Q1 		$74.4K Sell
750
-100
-12% -$9.93K 0.06% 88
2024
Q4 		$85.3K Hold
850
– – 0.06% 67
2024
Q3 		$77.5K Buy
+850
New +$74K 0.06% 67

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

Atlantic Private Wealth's OKE Position: Q1 2026 in Review

Atlantic Private Wealth reduced its Oneok (OKE) stake by 20% in Q1 2026, selling an estimated $12.3K and leaving 600 shares worth $54.2K. The position accounts for 0.04% of the portfolio, ranked #124.

Atlantic Private Wealth first reported a position in OKE in Q3 2024 and has held it in 7 quarters since. The position peaked at $85.3K in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Atlantic Private Wealth held 600 shares of Oneok worth $54.2K as of Q1 2026.
  • Atlantic Private Wealth sold 150 Oneok shares in Q1 2026, an estimated $12.3K.
  • Oneok made up 0.04% of Atlantic Private Wealth's portfolio in Q1 2026, its #124 holding.
  • Atlantic Private Wealth first reported a position in Oneok in Q3 2024 and has held it in 7 quarters since.
  • Atlantic Private Wealth's Oneok position peaked at $85.3K in Q4 2024.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.