AWM
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Axxcess Wealth Management’s Oneok OKE Stock Holding History

Axxcess 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 		$2.34M Buy
26,862
+7,548
+39% +$665K 0.04% 368
2026
Q1 		$1.75M Buy
19,314
+7,985
+70% +$657K 0.06% 199
2025
Q4 		$833K Sell
11,329
-4,069
-26% -$288K 0.01% 549
2025
Q3 		$1.12M Sell
15,398
-4,257
-22% -$326K 0.02% 423
2025
Q2 		$1.6M Sell
19,655
-782
-4% -$65.2K 0.04% 325
2025
Q1 		$2.03M Buy
20,437
+13
+0.1% +$1.29K 0.05% 263
2024
Q4 		$2.05M Buy
20,424
+3,353
+20% +$343K 0.05% 265
2024
Q3 		$1.56M Sell
17,071
-374
-2% -$32.5K 0.04% 317
2024
Q2 		$1.42M Buy
17,445
+3,148
+22% +$251K 0.04% 309
2024
Q1 		$1.15M Sell
14,297
-1,217
-8% -$88.8K 0.03% 345
2023
Q4 		$1.09M Buy
15,514
+5,062
+48% +$339K 0.03% 342
2023
Q3 		$663K Buy
+10,452
New +$682K 0.02% 400

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

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

Axxcess Wealth Management increased its Oneok (OKE) stake by 39% in Q2 2026, buying an estimated $665K and bringing the position to 26,862 shares worth $2.34M. The position accounts for 0.04% of the portfolio, ranked #368.

Axxcess Wealth Management first reported a position in OKE in Q3 2023 and has held it in 12 quarters since. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Axxcess Wealth Management held 26,862 shares of Oneok worth $2.34M as of Q2 2026.
  • Axxcess Wealth Management bought 7,548 Oneok shares in Q2 2026, an estimated $665K.
  • Oneok made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #368 holding.
  • Axxcess Wealth Management first reported a position in Oneok in Q3 2023 and has held it in 12 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.