Carson Wealth (CWM LLC)’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.41M | Buy |
59,806
+1,701
| +3% | +$140K | 0.01% | 786 |
|
|
2025
Q4 | $4.27M | Buy |
58,105
+7,180
| +14% | +$509K | 0.01% | 845 |
|
|
2025
Q3 | $3.72M | Buy |
50,925
+7,222
| +17% | +$553K | 0.01% | 836 |
|
|
2025
Q2 | $3.57M | Buy |
43,703
+1,323
| +3% | +$110K | 0.01% | 704 |
|
|
2025
Q1 | $4.21M | Buy |
42,380
+313
| +0.7% | +$31.1K | 0.02% | 578 |
|
|
2024
Q4 | $4.22M | Buy |
42,067
+2,111
| +5% | +$216K | 0.02% | 516 |
|
|
2024
Q3 | $3.64M | Sell |
39,956
-13,732
| -26% | -$1.19M | 0.02% | 522 |
|
|
2024
Q2 | $4.38M | Buy |
53,688
+16,085
| +43% | +$1.28M | 0.02% | 444 |
|
|
2024
Q1 | $3.02M | Buy |
37,603
+676
| +2% | +$49.3K | 0.01% | 526 |
|
|
2023
Q4 | $2.59M | Buy |
36,927
+7,832
| +27% | +$525K | 0.01% | 530 |
|
|
2023
Q3 | $1.85M | Buy |
29,095
+6,783
| +30% | +$443K | 0.01% | 559 |
|
|
2023
Q2 | $1.38M | Sell |
22,312
-2,375
| -10% | -$147K | 0.01% | 608 |
|
|
2023
Q1 | $1.57M | Buy |
24,687
+7,955
| +48% | +$528K | 0.01% | 527 |
|
|
2022
Q4 | $1.1M | Buy |
16,732
+452
| +3% | +$27.8K | 0.01% | 587 |
|
|
2022
Q3 | $834K | Sell |
16,280
-397
| -2% | -$23.6K | 0.01% | 601 |
|
|
2022
Q2 | $926K | Buy |
16,677
+1,621
| +11% | +$105K | 0.01% | 579 |
|
|
2022
Q1 | $1.06M | Buy |
15,056
+3,399
| +29% | +$218K | 0.01% | 548 |
|
|
2021
Q4 | $685K | Buy |
+11,657
| New | +$723K | ﹤0.01% | 652 |
|
|
2021
Q2 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 662 |
|
|
2021
Q1 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 662 |
|
|
2020
Q4 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 662 |
|
|
2020
Q3 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 662 |
|
|
2020
Q2 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 662 |
|
|
2020
Q1 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 662 |
|
|
2019
Q4 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 662 |
|
|
2019
Q3 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 662 |
|
|
2019
Q2 | $542K | Hold |
9,736
| – | – | ﹤0.01% | 662 |
|
|
2019
Q1 | $542K | Buy |
9,736
+9,467
| +3,519% | +$613K | ﹤0.01% | 662 |
|
|
2018
Q4 | $15K | Buy |
269
+9
| +3% | +$559 | ﹤0.01% | 1219 |
|
|
2018
Q3 | $18K | Buy |
+260
| New | +$17.8K | ﹤0.01% | 978 |
|
|
2018
Q1 | – | Sell |
-218
| Closed | -$12K | – | 1506 |
|
|
2017
Q4 | $12K | Sell |
218
-31
| -12% | -$1.65K | ﹤0.01% | 841 |
|
|
2017
Q3 | $14K | Buy |
+249
| New | +$13.5K | ﹤0.01% | 806 |
|
|
2017
Q1 | – | Sell |
-63
| Closed | -$4K | – | 1268 |
|
|
2016
Q4 | $4K | Buy |
+63
| New | +$3.31K | ﹤0.01% | 886 |
|
Other funds holding OKE
VCM
VPM
Carson Wealth (CWM LLC)'s OKE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Oneok (OKE) stake by 2.9% in Q1 2026, buying an estimated $140K and bringing the position to 59,806 shares worth $5.41M. The position accounts for 0.01% of the portfolio, ranked #786.
Carson Wealth (CWM LLC) first reported a position in OKE in Q4 2016 and has held it in 33 quarters since. 1,686 funds tracked by Wall St. Rank hold OKE as of Q1 2026.
- Carson Wealth (CWM LLC) held 59,806 shares of Oneok worth $5.41M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,701 Oneok shares in Q1 2026, an estimated $140K.
- Oneok made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #786 holding.
- Carson Wealth (CWM LLC) first reported a position in Oneok in Q4 2016 and has held it in 33 quarters since.
- 1,686 funds tracked by Wall St. Rank held Oneok as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.