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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
Q2 		$52.2K Hold
600
– – 0.03% 123
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlantic Private Wealth's OKE Position: Q2 2026 in Review

Atlantic Private Wealth held its Oneok (OKE) position steady in Q2 2026 at 600 shares worth $52.2K. The position accounts for 0.03% of the portfolio, ranked #123.

Atlantic Private Wealth first reported a position in OKE in Q3 2024 and has held it in 8 quarters since. The position peaked at $85.3K in Q4 2024. 1,655 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Atlantic Private Wealth held 600 shares of Oneok worth $52.2K as of Q2 2026.
  • Atlantic Private Wealth left its Oneok share count unchanged in Q2 2026.
  • Oneok made up 0.03% of Atlantic Private Wealth's portfolio in Q2 2026, its #123 holding.
  • Atlantic Private Wealth first reported a position in Oneok in Q3 2024 and has held it in 8 quarters since.
  • Atlantic Private Wealth's Oneok position peaked at $85.3K in Q4 2024.
  • 1,655 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.