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Clearstead Advisors’s Oneok OKE Stock Holding History

Clearstead Advisors’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 		$225K Sell
2,484
-1,695
-41% -$140K ﹤0.01% 965
2025
Q4 		$307K Sell
4,179
-2,068
-33% -$147K ﹤0.01% 806
2025
Q3 		$456K Sell
6,247
-212
-3% -$16.2K 0.01% 662
2025
Q2 		$527K Buy
6,459
+1,515
+31% +$126K 0.01% 601
2025
Q1 		$491K Sell
4,944
-615
-11% -$61K 0.01% 582
2024
Q4 		$558K Buy
5,559
+170
+3% +$17.4K 0.01% 549
2024
Q3 		$491K Buy
5,389
+3,087
+134% +$269K 0.01% 576
2024
Q2 		$188K Buy
2,302
+17
+0.7% +$1.36K ﹤0.01% 837
2024
Q1 		$184K Sell
2,285
-557
-20% -$40.7K 0.01% 482
2023
Q4 		$200K Sell
2,842
-1,968
-41% -$132K 0.01% 456
2023
Q3 		$305K Buy
4,810
+1,602
+50% +$105K 0.01% 482
2023
Q2 		$198K Sell
3,208
-23
-0.7% -$1.42K 0.01% 434
2023
Q1 		$205K Sell
3,231
-114
-3% -$7.57K 0.01% 393
2022
Q4 		$220K Sell
3,345
-287
-8% -$17.6K 0.02% 367
2022
Q3 		$186K Buy
3,632
+7
+0.2% +$416 0.02% 372
2022
Q2 		$201K Sell
3,625
-315
-8% -$20.4K 0.02% 376
2022
Q1 		$278K Hold
3,940
– – 0.02% 363
2021
Q4 		$232K Hold
3,940
– – 0.02% 369
2021
Q3 		$228K Sell
3,940
-57
-1% -$3.06K 0.02% 348
2021
Q2 		$222K Buy
3,997
+57
+1% +$3.04K 0.02% 330
2021
Q1 		$200K Hold
3,940
– – 0.02% 336
2020
Q4 		$151K Hold
3,940
– – 0.01% 354
2020
Q3 		$102K Hold
3,940
– – 0.01% 366
2020
Q2 		$131K Hold
3,940
– – 0.02% 319
2020
Q1 		$86K Hold
3,940
– – 0.01% 345
2019
Q4 		$298K Sell
3,940
-12
-0.3% -$858 0.04% 223
2019
Q3 		$291K Sell
3,952
-788
-17% -$55.8K 0.04% 217
2019
Q2 		$326K Sell
4,740
-2,563
-35% -$173K 0.04% 208
2019
Q1 		$510K Buy
7,303
+638
+10% +$41.3K 0.07% 166
2018
Q4 		$360K Buy
+6,665
New +$414K 0.06% 187

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

Clearstead Advisors's OKE Position: Q1 2026 in Review

Clearstead Advisors reduced its Oneok (OKE) stake by 41% in Q1 2026, selling an estimated $140K and leaving 2,484 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Clearstead Advisors first reported a position in OKE in Q4 2018 and has held it in 30 quarters since. The position peaked at $558K in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Clearstead Advisors held 2,484 shares of Oneok worth $225K as of Q1 2026.
  • Clearstead Advisors sold 1,695 Oneok shares in Q1 2026, an estimated $140K.
  • Oneok made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #965 holding.
  • Clearstead Advisors first reported a position in Oneok in Q4 2018 and has held it in 30 quarters since.
  • Clearstead Advisors's Oneok position peaked at $558K in Q4 2024.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.