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CBIZ Investment Advisory Services’s Oneok OKE Stock Holding History

CBIZ Investment Advisory Services’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
-20
Closed -$1.47K – 647
2025
Q4 		$1.47K Buy
20
+14
+233% +$992 ﹤0.01% 681
2025
Q3 		$438 Hold
6
– – ﹤0.01% 651
2025
Q2 		$490 Sell
6
-53
-90% -$4.42K ﹤0.01% 650
2025
Q1 		$5.85K Buy
59
+36
+157% +$3.57K ﹤0.01% 381
2024
Q4 		$2.31K Sell
23
-97
-81% -$9.92K ﹤0.01% 367
2024
Q3 		$10.9K Buy
+120
New +$10.4K ﹤0.01% 256

Other funds holding OKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

CBIZ Investment Advisory Services's OKE Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Oneok (OKE) in Q1 2026, closing a stake of 20 shares — an estimated $1.47K sold.

CBIZ Investment Advisory Services first reported a position in OKE in Q3 2024 and held it in 6 quarters. The position peaked at $10.9K in Q3 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 20 Oneok shares in Q1 2026, an estimated $1.47K.
  • CBIZ Investment Advisory Services first reported a position in Oneok in Q3 2024 and held it in 6 quarters.
  • CBIZ Investment Advisory Services's Oneok position peaked at $10.9K in Q3 2024.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.