AWM
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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
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
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

Aviso Wealth Management's OKE Position: Q1 2026 in Review

Aviso Wealth Management reduced its Oneok (OKE) stake by 1.1% in Q1 2026, selling an estimated $6.59K and leaving 7,476 shares worth $676K. The position accounts for 0.3% of the portfolio, ranked #74.

Aviso Wealth Management first reported a position in OKE in Q4 2023 and has held it in 10 quarters since. The position peaked at $771K in Q4 2024. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Aviso Wealth Management held 7,476 shares of Oneok worth $676K as of Q1 2026.
  • Aviso Wealth Management sold 80 Oneok shares in Q1 2026, an estimated $6.59K.
  • Oneok made up 0.3% of Aviso Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Aviso Wealth Management first reported a position in Oneok in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's Oneok position peaked at $771K in Q4 2024.
  • 1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

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