CWM
OKE icon

Cornerstone Wealth Management’s Oneok OKE Stock Holding History

Cornerstone 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
Q3 		$1.55M Sell
18,162
-137
-0.7% -$12.6K 0.07% 255
2026
Q2 		$1.59M Sell
18,299
-2,244
-11% -$198K 0.07% 252
2026
Q1 		$1.86M Buy
20,543
+1,217
+6% +$100K 0.09% 206
2025
Q4 		$1.42M Buy
19,326
+415
+2% +$29.4K 0.07% 226
2025
Q3 		$1.38M Sell
18,911
-500
-3% -$38.3K 0.08% 221
2025
Q2 		$1.58M Buy
19,411
+838
+5% +$69.9K 0.1% 181
2025
Q1 		$1.84M Buy
18,573
+2,369
+15% +$235K 0.12% 158
2024
Q4 		$1.63M Sell
16,204
-116
-0.7% -$11.9K 0.11% 159
2024
Q3 		$1.49M Sell
16,320
-915
-5% -$79.6K 0.1% 164
2024
Q2 		$1.41M Buy
17,235
+901
+6% +$72K 0.11% 160
2024
Q1 		$1.31M Buy
16,334
+204
+1% +$14.9K 0.11% 172
2023
Q4 		$1.13M Sell
16,130
-382
-2% -$25.6K 0.1% 175
2023
Q3 		$1.05M Buy
16,512
+896
+6% +$58.5K 0.1% 173
2023
Q2 		$964K Sell
15,616
-3,926
-20% -$243K 0.09% 187
2023
Q1 		$1.24M Buy
+19,542
New +$1.3M 0.12% 150
2022
Q3 		$856K Buy
16,707
+2,280
+16% +$136K 0.1% 181
2022
Q2 		$801K Sell
14,427
-299
-2% -$19.4K 0.09% 187
2022
Q1 		$1.04M Sell
14,726
-813
-5% -$52K 0.1% 176
2021
Q4 		$915K Buy
15,539
+682
+5% +$42.3K 0.09% 195
2021
Q3 		$862K Sell
14,857
-281
-2% -$15.1K 0.09% 199
2021
Q2 		$842K Buy
15,138
+900
+6% +$47.9K 0.09% 203
2021
Q1 		$721K Sell
14,238
-176
-1% -$8K 0.09% 211
2020
Q4 		$553K Buy
14,414
+127
+0.9% +$4.27K 0.07% 232
2020
Q3 		$371K Sell
14,287
-1,900
-12% -$52.9K 0.06% 259
2020
Q2 		$538K Buy
16,187
+2,879
+22% +$93.8K 0.09% 206
2020
Q1 		$290K Buy
13,308
+6,060
+84% +$369K 0.06% 266
2019
Q4 		$548K Buy
7,248
+527
+8% +$37.7K 0.09% 198
2019
Q3 		$495K Sell
6,721
-30
-0.4% -$2.12K 0.09% 206
2019
Q2 		$463K Buy
+6,751
New +$455K 0.08% 218

Other funds holding OKE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cornerstone Wealth Management's OKE Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Oneok (OKE) stake by 0.75% in Q3 2026, selling an estimated $12.6K and leaving 18,162 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #255.

Cornerstone Wealth Management first reported a position in OKE in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.86M in Q1 2026. 1,012 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Cornerstone Wealth Management held 18,162 shares of Oneok worth $1.55M as of Q3 2026.
  • Cornerstone Wealth Management sold 137 Oneok shares in Q3 2026, an estimated $12.6K.
  • Oneok made up 0.07% of Cornerstone Wealth Management's portfolio in Q3 2026, its #255 holding.
  • Cornerstone Wealth Management first reported a position in Oneok in Q2 2019 and has held it in 29 quarters since.
  • Cornerstone Wealth Management's Oneok position peaked at $1.86M in Q1 2026.
  • 1,012 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.