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
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

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Avidian Wealth Enterprises's OKE Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Oneok (OKE) stake by 3.7% in Q2 2026, selling an estimated $41.3K and leaving 12,185 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #304.

Avidian Wealth Enterprises first reported a position in OKE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Avidian Wealth Enterprises held 12,185 shares of Oneok worth $1.06M as of Q2 2026.
  • Avidian Wealth Enterprises sold 469 Oneok shares in Q2 2026, an estimated $41.3K.
  • Oneok made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #304 holding.
  • Avidian Wealth Enterprises first reported a position in Oneok in Q4 2022 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's Oneok position peaked at $1.14M in Q1 2026.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.