Brandywine Financial Group’s Oneok OKE Stock Holding History

Brandywine Financial Group’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	–	Sell	-340	Closed	-$25K	–	56
2025 Q4	$25K	Buy	+340	New	+$24.1K	0.05%	28

Other funds holding OKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Brandywine Financial Group's OKE Position: Q1 2026 in Review

Brandywine Financial Group sold out of Oneok (OKE) in Q1 2026, closing a stake of 340 shares — an estimated $25K sold.

Brandywine Financial Group first reported a position in OKE in Q4 2025 and held it in 1 quarter. The position peaked at $25K in Q4 2025. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Brandywine Financial Group reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
Brandywine Financial Group sold 340 Oneok shares in Q1 2026, an estimated $25K.
Brandywine Financial Group first reported a position in Oneok in Q4 2025 and held it in 1 quarter.
Brandywine Financial Group's Oneok position peaked at $25K in Q4 2025.
1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Brandywine Financial Group's 13F filing for Q1 2026, filed 10 Jun 2026.