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Dogwood Wealth Management’s Oneok OKE Stock Holding History

Dogwood 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
Q2 		$29.4K Buy
338
+34
+11% +$3K 0.01% 206
2026
Q1 		$27.5K Buy
304
+240
+375% +$19.8K 0.01% 201
2025
Q4 		$4.7K Buy
64
+51
+392% +$3.61K ﹤0.01% 433
2025
Q3 		$949 Sell
13
-55
-81% -$4.21K ﹤0.01% 607
2025
Q2 		$5.55K Buy
68
+30
+79% +$2.5K ﹤0.01% 411
2025
Q1 		$3.77K Buy
+38
New +$3.77K ﹤0.01% 267
2024
Q3 		– Hold
0
– – – 306
2024
Q2 		– Hold
0
– – – 359
2024
Q1 		– Hold
0
– – – 362
2023
Q4 		– Hold
0
– – – 369

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

Dogwood Wealth Management's OKE Position: Q2 2026 in Review

Dogwood Wealth Management increased its Oneok (OKE) stake by 11% in Q2 2026, buying an estimated $3K and bringing the position to 338 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #206.

Dogwood Wealth Management first reported a position in OKE in Q1 2025 and has held it in 6 quarters since. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Dogwood Wealth Management held 338 shares of Oneok worth $29.4K as of Q2 2026.
  • Dogwood Wealth Management bought 34 Oneok shares in Q2 2026, an estimated $3K.
  • Oneok made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Dogwood Wealth Management first reported a position in Oneok in Q1 2025 and has held it in 6 quarters since.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.