AWE
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Avidian Wealth Enterprises’s Oneok OKE Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.13M Buy
13,301
+1,116
+9% +$103K 0.03% 308
2026
Q2 		$1.06M Sell
12,185
-469
-4% -$41.3K 0.03% 304
2026
Q1 		$1.14M Buy
12,654
+650
+5% +$53.5K 0.04% 276
2025
Q4 		$882K Buy
12,004
+684
+6% +$48.5K 0.03% 248
2025
Q3 		$826K Buy
11,320
+449
+4% +$34.4K 0.03% 254
2025
Q2 		$887K Sell
10,871
-443
-4% -$36.9K 0.04% 219
2025
Q1 		$1.12M Buy
11,314
+54
+0.5% +$5.36K 0.05% 181
2024
Q4 		$1.13M Buy
11,260
+691
+7% +$70.7K 0.05% 168
2024
Q3 		$963K Buy
10,569
+1,687
+19% +$147K 0.04% 197
2024
Q2 		$724K Buy
8,882
+2,255
+34% +$180K 0.03% 230
2024
Q1 		$531K Buy
6,627
+937
+16% +$68.4K 0.03% 257
2023
Q4 		$400K Hold
5,690
– – 0.02% 298
2023
Q3 		$361K Sell
5,690
-1,101
-16% -$71.9K 0.03% 301
2023
Q2 		$419K Sell
6,791
-2,437
-26% -$151K 0.03% 291
2023
Q1 		$586K Buy
9,228
+5,331
+137% +$354K 0.03% 269
2022
Q4 		$256K Buy
+3,897
New +$239K 0.02% 385

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Avidian Wealth Enterprises's OKE Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Oneok (OKE) stake by 9.2% in Q3 2026, buying an estimated $103K and bringing the position to 13,301 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #308.

Avidian Wealth Enterprises first reported a position in OKE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.14M in Q1 2026. 59 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Avidian Wealth Enterprises held 13,301 shares of Oneok worth $1.13M as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,116 Oneok shares in Q3 2026, an estimated $103K.
  • Oneok made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #308 holding.
  • Avidian Wealth Enterprises first reported a position in Oneok in Q4 2022 and has held it in 16 quarters since.
  • Avidian Wealth Enterprises's Oneok position peaked at $1.14M in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.