BCWM
OKE icon

Bartlett & Co Wealth Management’s Oneok OKE Stock Holding History

Bartlett & Co 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 		$62.2K Sell
716
-361
-34% -$31.8K ﹤0.01% 695
2026
Q1 		$98.8K Buy
1,077
+110
+11% +$9.06K ﹤0.01% 574
2025
Q4 		$71.1K Sell
967
-58
-6% -$4.11K ﹤0.01% 606
2025
Q3 		$74.8K Sell
1,025
-240
-19% -$18.4K ﹤0.01% 603
2025
Q2 		$103K Sell
1,265
-984
-44% -$82K ﹤0.01% 537
2025
Q1 		$223K Sell
2,249
-181
-7% -$18K ﹤0.01% 432
2024
Q4 		$244K Sell
2,430
-333
-12% -$34.1K ﹤0.01% 415
2024
Q3 		$252K Hold
2,763
– – ﹤0.01% 417
2024
Q2 		$225K Sell
2,763
-1,000
-27% -$79.9K ﹤0.01% 428
2024
Q1 		$302K Sell
3,763
-417
-10% -$30.4K ﹤0.01% 402
2023
Q4 		$295K Buy
4,180
+198
+5% +$13.3K ﹤0.01% 421
2023
Q3 		$253K Buy
+3,982
New +$260K ﹤0.01% 421

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

Bartlett & Co Wealth Management's OKE Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Oneok (OKE) stake by 34% in Q2 2026, selling an estimated $31.8K and leaving 716 shares worth $62.2K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Bartlett & Co Wealth Management first reported a position in OKE in Q3 2023 and has held it in 12 quarters since. The position peaked at $302K in Q1 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Bartlett & Co Wealth Management held 716 shares of Oneok worth $62.2K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 361 Oneok shares in Q2 2026, an estimated $31.8K.
  • Oneok made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #695 holding.
  • Bartlett & Co Wealth Management first reported a position in Oneok in Q3 2023 and has held it in 12 quarters since.
  • Bartlett & Co Wealth Management's Oneok position peaked at $302K in Q1 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.