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Coppell Advisory Solutions’s Oneok OKE Stock Holding History

Coppell Advisory Solutions’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
-6,174
Closed -$456K – 247
2025
Q4 		$456K Buy
6,174
+549
+10% +$38.9K 0.04% 264
2025
Q3 		$411K Buy
5,625
+34
+0.6% +$2.6K 0.04% 277
2025
Q2 		$454K Buy
+5,591
New +$466K 0.05% 256
2025
Q1 		– Sell
-5,550
Closed -$559K – 1372
2024
Q4 		$559K Buy
5,550
+2,980
+116% +$305K 0.08% 160
2024
Q3 		$232K Sell
2,570
-152
-6% -$13.2K 0.03% 253
2024
Q2 		$222K Buy
+2,722
New +$217K 0.04% 239
2023
Q4 		$214K Buy
3,046
+924
+44% +$61.9K 0.04% 258
2023
Q3 		$139K Buy
2,122
+2,111
+19,191% +$138K 0.05% 188
2023
Q2 		$676 Buy
+11
New +$680 ﹤0.01% 1199
2023
Q1 		– Sell
-2,122
Closed -$139K – 784
2022
Q4 		$139K Buy
+2,122
New +$130K 0.05% 193

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

Coppell Advisory Solutions's OKE Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Oneok (OKE) in Q1 2026, closing a stake of 6,174 shares — an estimated $456K sold.

Coppell Advisory Solutions first reported a position in OKE in Q4 2022 and held it in 10 quarters. The position peaked at $559K in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 6,174 Oneok shares in Q1 2026, an estimated $456K.
  • Coppell Advisory Solutions first reported a position in Oneok in Q4 2022 and held it in 10 quarters.
  • Coppell Advisory Solutions's Oneok position peaked at $559K in Q4 2024.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.