Chung Wu Investment Group’s Oneok OKE Stock Holding History

Chung Wu Investment 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 Q2	$474K	Sell	5,450 -100	-2%	-$8.81K	0.31%	63
2026 Q1	$502K	Sell	5,550 -6,460	-54%	-$532K	0.43%	45
2025 Q4	$883K	Sell	12,010 -2,350	-16%	-$166K	0.72%	32
2025 Q3	$1.05M	Sell	14,360 -4,070	-22%	-$312K	0.87%	28
2025 Q2	$1.5M	Sell	18,430 -200	-1%	-$16.7K	1.57%	14
2025 Q1	$1.85M	Buy	18,630 +1,860	+11%	+$185K	2.21%	12
2024 Q4	$1.68M	Buy	+16,770	New	+$1.72M	1.7%	13

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

Chung Wu Investment Group's OKE Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Oneok (OKE) stake by 1.8% in Q2 2026, selling an estimated $8.81K and leaving 5,450 shares worth $474K. The position accounts for 0.31% of the portfolio, ranked #63.

Chung Wu Investment Group first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q1 2025. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Chung Wu Investment Group held 5,450 shares of Oneok worth $474K as of Q2 2026.
Chung Wu Investment Group sold 100 Oneok shares in Q2 2026, an estimated $8.81K.
Oneok made up 0.31% of Chung Wu Investment Group's portfolio in Q2 2026, its #63 holding.
Chung Wu Investment Group first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
Chung Wu Investment Group's Oneok position peaked at $1.85M in Q1 2025.
1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.