CWM
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Collaborative Wealth Management’s Oneok OKE Stock Holding History

Collaborative Wealth Management’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 		$259K Hold
2,867
– – 0.12% 125
2025
Q4 		$211K Hold
2,867
– – 0.07% 225
2025
Q3 		$209K Hold
2,867
– – 0.08% 179
2025
Q2 		$234K Hold
2,867
– – 0.1% 160
2025
Q1 		$284K Sell
2,867
-328
-10% -$32.6K 0.13% 127
2024
Q4 		$321K Buy
+3,195
New +$327K 0.15% 121

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

Collaborative Wealth Management's OKE Position: Q1 2026 in Review

Collaborative Wealth Management held its Oneok (OKE) position steady in Q1 2026 at 2,867 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #125.

Collaborative Wealth Management first reported a position in OKE in Q4 2024 and has held it in 6 quarters since. The position peaked at $321K in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Collaborative Wealth Management held 2,867 shares of Oneok worth $259K as of Q1 2026.
  • Collaborative Wealth Management left its Oneok share count unchanged in Q1 2026.
  • Oneok made up 0.12% of Collaborative Wealth Management's portfolio in Q1 2026, its #125 holding.
  • Collaborative Wealth Management first reported a position in Oneok in Q4 2024 and has held it in 6 quarters since.
  • Collaborative Wealth Management's Oneok position peaked at $321K in Q4 2024.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.