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Cyndeo Wealth Partners’s Oneok OKE Stock Holding History

Cyndeo Wealth Partners’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 		$10.7M Buy
123,497
+4,759
+4% +$419K 0.51% 63
2026
Q1 		$10.7M Buy
118,738
+108,448
+1,054% +$8.93M 0.56% 52
2025
Q4 		$756K Sell
10,290
-132
-1% -$9.35K 0.04% 273
2025
Q3 		$760K Sell
10,422
-79
-0.8% -$6.05K 0.04% 266
2025
Q2 		$857K Sell
10,501
-75,035
-88% -$6.26M 0.05% 246
2025
Q1 		$8.49M Sell
85,536
-908
-1% -$90.1K 0.56% 46
2024
Q4 		$8.68M Buy
86,444
+1,194
+1% +$122K 0.59% 49
2024
Q3 		$7.77M Sell
85,250
-2,232
-3% -$194K 0.54% 52
2024
Q2 		$7.13M Buy
87,482
+6,071
+7% +$485K 0.56% 47
2024
Q1 		$6.53M Buy
81,411
+4,315
+6% +$315K 0.54% 50
2023
Q4 		$5.41M Buy
77,096
+5,863
+8% +$393K 0.5% 57
2023
Q3 		$4.52M Buy
71,233
+4,662
+7% +$304K 0.47% 65
2023
Q2 		$4.11M Buy
66,571
+17,676
+36% +$1.09M 0.43% 71
2023
Q1 		$3.11M Buy
48,895
+1,114
+2% +$74K 0.33% 95
2022
Q4 		$3.14M Buy
+47,781
New +$2.94M 0.37% 91

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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 $59.9B AUM 27.01% 1-Year Est. Return

Cyndeo Wealth Partners's OKE Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Oneok (OKE) stake by 4% in Q2 2026, buying an estimated $419K and bringing the position to 123,497 shares worth $10.7M. The position accounts for 0.51% of the portfolio, ranked #63.

Cyndeo Wealth Partners first reported a position in OKE in Q4 2022 and has held it in 15 quarters since. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Cyndeo Wealth Partners held 123,497 shares of Oneok worth $10.7M as of Q2 2026.
  • Cyndeo Wealth Partners bought 4,759 Oneok shares in Q2 2026, an estimated $419K.
  • Oneok made up 0.51% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Cyndeo Wealth Partners first reported a position in Oneok in Q4 2022 and has held it in 15 quarters since.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.