Aviso Wealth Management’s Oneok OKE Stock Holding History

Aviso Wealth Management’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	$642K	Sell	7,383 -93	-1%	-$8.19K	0.22%	80
2026 Q1	$676K	Sell	7,476 -80	-1%	-$6.59K	0.3%	74
2025 Q4	$555K	Sell	7,556 -221	-3%	-$15.7K	0.23%	87
2025 Q3	$567K	Hold	7,777	–	–	0.25%	86
2025 Q2	$635K	Buy	7,777 +195	+3%	+$16.3K	0.3%	79
2025 Q1	$752K	Sell	7,582 -100	-1%	-$9.93K	0.4%	66
2024 Q4	$771K	Sell	7,682 -61	-0.8%	-$6.24K	0.39%	66
2024 Q3	$706K	Sell	7,743 -70	-0.9%	-$6.09K	0.38%	72
2024 Q2	$637K	Buy	7,813 +134	+2%	+$10.7K	0.38%	69
2024 Q1	$616K	Buy	7,679 +150	+2%	+$10.9K	0.39%	67
2023 Q4	$529K	Buy	+7,529	New	+$505K	0.38%	67

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aviso Wealth Management's OKE Position: Q2 2026 in Review

Aviso Wealth Management reduced its Oneok (OKE) stake by 1.2% in Q2 2026, selling an estimated $8.19K and leaving 7,383 shares worth $642K. The position accounts for 0.22% of the portfolio, ranked #80.

Aviso Wealth Management first reported a position in OKE in Q4 2023 and has held it in 11 quarters since. The position peaked at $771K in Q4 2024. 1,659 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Aviso Wealth Management held 7,383 shares of Oneok worth $642K as of Q2 2026.
Aviso Wealth Management sold 93 Oneok shares in Q2 2026, an estimated $8.19K.
Oneok made up 0.22% of Aviso Wealth Management's portfolio in Q2 2026, its #80 holding.
Aviso Wealth Management first reported a position in Oneok in Q4 2023 and has held it in 11 quarters since.
Aviso Wealth Management's Oneok position peaked at $771K in Q4 2024.
1,659 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.