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Berman McAleer’s Oneok OKE Stock Holding History

Berman McAleer’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 		$398K Hold
4,580
– – 0.05% 117
2026
Q1 		$414K Hold
4,580
– – 0.06% 106
2025
Q4 		$337K Hold
4,580
– – 0.05% 119
2025
Q3 		$334K Buy
+4,580
New +$351K 0.05% 118

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 $59.9B AUM 27.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Berman McAleer's OKE Position: Q2 2026 in Review

Berman McAleer held its Oneok (OKE) position steady in Q2 2026 at 4,580 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #117.

Berman McAleer first reported a position in OKE in Q3 2025 and has held it in 4 quarters since. The position peaked at $414K in Q1 2026. 1,644 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Berman McAleer held 4,580 shares of Oneok worth $398K as of Q2 2026.
  • Berman McAleer left its Oneok share count unchanged in Q2 2026.
  • Oneok made up 0.05% of Berman McAleer's portfolio in Q2 2026, its #117 holding.
  • Berman McAleer first reported a position in Oneok in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Oneok position peaked at $414K in Q1 2026.
  • 1,644 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.