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Baldwin Wealth Partners’s Oneok OKE Stock Holding History

Baldwin Wealth Partners’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 		$995K Buy
11,446
+377
+3% +$33.2K 0.07% 110
2026
Q1 		$1M Sell
11,069
-3,157
-22% -$260K 0.07% 105
2025
Q4 		$1.05M Sell
14,226
-31
-0.2% -$2.2K 0.07% 112
2025
Q3 		$1.04M Sell
14,257
-2,582
-15% -$198K 0.07% 106
2025
Q2 		$1.37M Hold
16,839
– – 0.09% 90
2025
Q1 		$1.67M Sell
16,839
-77
-0.5% -$7.64K 0.12% 86
2024
Q4 		$1.7M Sell
16,916
-2,891
-15% -$296K 0.12% 88
2024
Q3 		$1.81M Sell
19,807
-49
-0.2% -$4.26K 0.12% 93
2024
Q2 		$1.62M Sell
19,856
-327
-2% -$26.1K 0.13% 82
2024
Q1 		$1.62M Sell
20,183
-2,093
-9% -$153K 0.12% 89
2023
Q4 		$1.56M Sell
22,276
-22,178
-50% -$1.49M 0.12% 87
2023
Q3 		$2.82M Buy
44,454
+41,713
+1,522% +$2.72M 0.24% 75
2023
Q2 		$169K Hold
2,741
– – 0.01% 256
2023
Q1 		$174K Hold
2,741
– – 0.02% 248
2022
Q4 		$180K Hold
2,741
– – 0.02% 243
2022
Q3 		$140K Sell
2,741
-138
-5% -$8.21K 0.02% 205
2022
Q2 		$160K Hold
2,879
– – 0.02% 210
2022
Q1 		$203K Hold
2,879
– – 0.02% 206
2021
Q4 		$169K Hold
2,879
– – 0.02% 216
2021
Q3 		$167K Sell
2,879
-492
-15% -$26.4K 0.02% 214
2021
Q2 		$188K Buy
3,371
+492
+17% +$26.2K 0.02% 207
2021
Q1 		$146K Sell
2,879
-850
-23% -$38.6K 0.02% 221
2020
Q4 		$143K Sell
3,729
-11,930
-76% -$401K 0.02% 213
2020
Q3 		$407K Hold
15,659
– – 0.06% 111
2020
Q2 		$520K Hold
15,659
– – 0.08% 99
2020
Q1 		$342K Hold
15,659
– – 0.06% 113
2019
Q4 		$1.19M Hold
15,659
– – 0.17% 74
2019
Q3 		$1.15M Hold
15,659
– – 0.17% 75
2019
Q2 		$1.08M Sell
15,659
-10,536
-40% -$710K 0.16% 82
2019
Q1 		$1.83M Sell
26,195
-197
-0.7% -$12.8K 0.27% 63
2018
Q4 		$1.42M Sell
26,392
-1,972
-7% -$122K 0.24% 64
2018
Q3 		$1.92M Buy
28,364
+8,427
+42% +$577K 0.27% 62
2018
Q2 		$1.39M Buy
19,937
+2,821
+16% +$182K 0.22% 70
2018
Q1 		$974K Sell
17,116
-201
-1% -$11.5K 0.16% 88
2017
Q4 		$926K Sell
17,317
-2,757
-14% -$147K 0.14% 95
2017
Q3 		$1.11M Buy
+20,074
New +$1.09M 0.18% 84
2014
Q4 		– Sell
-14,406
Closed -$944K – 264
2014
Q3 		$944K Buy
14,406
+124
+0.9% +$8.31K 0.13% 141
2014
Q2 		$972K Sell
14,282
-158
-1% -$9.99K 0.14% 140
2014
Q1 		$856K Buy
+14,440
New +$845K 0.14% 137

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Baldwin Wealth Partners's OKE Position: Q2 2026 in Review

Baldwin Wealth Partners increased its Oneok (OKE) stake by 3.4% in Q2 2026, buying an estimated $33.2K and bringing the position to 11,446 shares worth $995K. The position accounts for 0.07% of the portfolio, ranked #110.

Baldwin Wealth Partners first reported a position in OKE in Q1 2014 and has held it in 39 quarters since. The position peaked at $2.82M in Q3 2023. 711 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Baldwin Wealth Partners held 11,446 shares of Oneok worth $995K as of Q2 2026.
  • Baldwin Wealth Partners bought 377 Oneok shares in Q2 2026, an estimated $33.2K.
  • Oneok made up 0.07% of Baldwin Wealth Partners's portfolio in Q2 2026, its #110 holding.
  • Baldwin Wealth Partners first reported a position in Oneok in Q1 2014 and has held it in 39 quarters since.
  • Baldwin Wealth Partners's Oneok position peaked at $2.82M in Q3 2023.
  • 711 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.