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 Q2	$893K	Buy	10,275 +1,300	+14%	+$115K	0.41%	60
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Carson Advisory's OKE Position: Q2 2026 in Review

Carson Advisory increased its Oneok (OKE) stake by 14% in Q2 2026, buying an estimated $115K and bringing the position to 10,275 shares worth $893K. The position accounts for 0.41% of the portfolio, ranked #60.

Carson Advisory first reported a position in OKE in Q4 2025 and has held it in 3 quarters since. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Carson Advisory held 10,275 shares of Oneok worth $893K as of Q2 2026.
Carson Advisory bought 1,300 Oneok shares in Q2 2026, an estimated $115K.
Oneok made up 0.41% of Carson Advisory's portfolio in Q2 2026, its #60 holding.
Carson Advisory first reported a position in Oneok in Q4 2025 and has held it in 3 quarters since.
1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.