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EP Wealth Advisors’s Oneok OKE Stock Holding History

EP Wealth Advisors’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 		$2.68M Buy
30,843
+5,358
+21% +$472K 0.01% 509
2026
Q1 		$2.3M Sell
25,485
-5,159
-17% -$425K 0.01% 450
2025
Q4 		$2.25M Buy
+30,644
New +$2.17M 0.01% 422
2025
Q2 		$2.19M Buy
26,809
+7,827
+41% +$653K 0.01% 399
2025
Q1 		$1.88M Buy
18,982
+3,866
+26% +$384K 0.02% 381
2024
Q4 		$1.52M Sell
15,116
-7,743
-34% -$792K 0.01% 408
2024
Q3 		$2.08M Buy
22,859
+8,091
+55% +$704K 0.02% 354
2024
Q2 		$1.2M Sell
14,768
-2,557
-15% -$204K 0.01% 356
2024
Q1 		$1.39M Buy
17,325
+3,324
+24% +$243K 0.02% 318
2023
Q4 		$983K Sell
14,001
-56,912
-80% -$3.81M 0.01% 364
2023
Q3 		$4.5M Buy
+70,913
New +$4.63M 0.07% 156
2022
Q3 		– Sell
-3,799
Closed -$211K – 537
2022
Q2 		$211K Buy
+3,799
New +$246K ﹤0.01% 561
2018
Q4 		– Sell
-3,145
Closed -$213K – 287
2018
Q3 		$213K Hold
3,145
– – 0.02% 262
2018
Q2 		$220K Buy
+3,145
New +$202K 0.02% 174

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

EP Wealth Advisors's OKE Position: Q2 2026 in Review

EP Wealth Advisors increased its Oneok (OKE) stake by 21% in Q2 2026, buying an estimated $472K and bringing the position to 30,843 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #509.

EP Wealth Advisors first reported a position in OKE in Q2 2018 and has held it in 14 quarters since. The position peaked at $4.5M in Q3 2023. 1,652 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • EP Wealth Advisors held 30,843 shares of Oneok worth $2.68M as of Q2 2026.
  • EP Wealth Advisors bought 5,358 Oneok shares in Q2 2026, an estimated $472K.
  • Oneok made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #509 holding.
  • EP Wealth Advisors first reported a position in Oneok in Q2 2018 and has held it in 14 quarters since.
  • EP Wealth Advisors's Oneok position peaked at $4.5M in Q3 2023.
  • 1,652 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.