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Confluence Wealth Services’s Oneok OKE Stock Holding History

Confluence Wealth 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
Q2 		$385K Buy
+4,426
New +$390K 0.01% 371
2024
Q3 		– Sell
-3,586
Closed -$292K – 359
2024
Q2 		$292K Buy
+3,586
New +$286K 0.02% 301
2022
Q1 		– Sell
-305
Closed -$17K – 865
2021
Q4 		$17K Buy
+305
New +$18.9K 0.01% 777

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Confluence Wealth Services's OKE Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Oneok (OKE) in Q2 2026: 4,426 shares worth $385K. The stake represents 0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in OKE as recently as Q2 2024.

Confluence Wealth Services first reported a position in OKE in Q4 2021 and has held it in 3 quarters since. 1,653 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Confluence Wealth Services held 4,426 shares of Oneok worth $385K as of Q2 2026.
  • Oneok was a new Confluence Wealth Services position in Q2 2026.
  • Oneok made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #371 holding.
  • Confluence Wealth Services first reported a position in Oneok in Q4 2021 and has held it in 3 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.