Equitable Trust’s Oneok OKE Stock Holding History

Equitable Trust’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	$259K	Buy	3,040 +55	+2%	+$5.06K	0.01%	410
2026 Q2	$260K	Sell	2,985 -296	-9%	-$26.1K	0.01%	417
2026 Q1	$297K	Buy	3,281 +386	+13%	+$31.8K	0.01%	406
2025 Q4	$213K	Buy	2,895 +111	+4%	+$7.86K	0.01%	427
2025 Q3	$203K	Buy	2,784 +175	+7%	+$13.4K	0.01%	434
2025 Q2	$213K	Hold	2,609	–	–	0.01%	422
2025 Q1	$259K	Sell	2,609 -95	-4%	-$9.43K	0.01%	427
2024 Q4	$271K	Sell	2,704 -2,317	-46%	-$237K	0.02%	426
2024 Q3	$458K	Buy	+5,021	New	+$437K	0.03%	329

Other funds holding OKE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Equitable Trust's OKE Position: Q3 2026 in Review

Equitable Trust increased its Oneok (OKE) stake by 1.8% in Q3 2026, buying an estimated $5.06K and bringing the position to 3,040 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #410.

Equitable Trust first reported a position in OKE in Q3 2024 and has held it in 9 quarters since. The position peaked at $458K in Q3 2024. 256 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

Equitable Trust held 3,040 shares of Oneok worth $259K as of Q3 2026.
Equitable Trust bought 55 Oneok shares in Q3 2026, an estimated $5.06K.
Oneok made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #410 holding.
Equitable Trust first reported a position in Oneok in Q3 2024 and has held it in 9 quarters since.
Equitable Trust's Oneok position peaked at $458K in Q3 2024.
256 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.