Carson Advisory’s Oneok OKE Stock Holding History

Carson Advisory’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	$811K	Hold	8,975	–	–	0.42%	59
2025 Q4	$660K	Buy	+8,975	New	+$636K	0.34%	69

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 $59B AUM 32.99% 1-Year Est. Return

Carson Advisory's OKE Position: Q1 2026 in Review

Carson Advisory held its Oneok (OKE) position steady in Q1 2026 at 8,975 shares worth $811K. The position accounts for 0.42% of the portfolio, ranked #59.

Carson Advisory first reported a position in OKE in Q4 2025 and has held it in 2 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Carson Advisory held 8,975 shares of Oneok worth $811K as of Q1 2026.
Carson Advisory left its Oneok share count unchanged in Q1 2026.
Oneok made up 0.42% of Carson Advisory's portfolio in Q1 2026, its #59 holding.
Carson Advisory first reported a position in Oneok in Q4 2025 and has held it in 2 quarters since.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.