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Evercore Wealth Management’s Oneok OKE Stock Holding History

Evercore 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 		– Sell
-2,292
Closed -$207K – 443
2026
Q1 		$207K Buy
+2,292
New +$189K ﹤0.01% 392
2025
Q3 		– Sell
-2,739
Closed -$224K – 422
2025
Q2 		$224K Hold
2,739
– – ﹤0.01% 377
2025
Q1 		$272K Hold
2,739
– – ﹤0.01% 353
2024
Q4 		$275K Buy
2,739
+422
+18% +$43.2K ﹤0.01% 348
2024
Q3 		$211K Sell
2,317
-423
-15% -$36.8K ﹤0.01% 393
2024
Q2 		$223K Hold
2,740
– – ﹤0.01% 377
2024
Q1 		$220K Sell
2,740
-406
-13% -$29.6K ﹤0.01% 389
2023
Q4 		$221K Buy
+3,146
New +$211K ﹤0.01% 399
2020
Q1 		– Sell
-3,079
Closed -$233K – 398
2019
Q4 		$233K Sell
3,079
-86
-3% -$6.15K 0.01% 368
2019
Q3 		$233K Sell
3,165
-34
-1% -$2.41K 0.01% 367
2019
Q2 		$220K Sell
3,199
-208
-6% -$14K 0.01% 390
2019
Q1 		$238K Buy
+3,407
New +$221K 0.01% 368
2018
Q4 		– Sell
-3,256
Closed -$221K – 404
2018
Q3 		$221K Buy
3,256
+127
+4% +$8.69K 0.01% 389
2018
Q2 		$218K Buy
+3,129
New +$201K 0.01% 375
2018
Q1 		– Sell
-129
Closed -$7K – 663
2017
Q4 		$7K Hold
129
– – ﹤0.01% 835
2017
Q3 		$7K Buy
+129
New +$6.97K ﹤0.01% 817
2017
Q2 		– Sell
-45
Closed -$2K – 1022
2017
Q1 		$2K Hold
45
– – ﹤0.01% 950
2016
Q4 		$3K Sell
45
-218
-83% -$11.4K ﹤0.01% 931
2016
Q3 		$14K Hold
263
– – ﹤0.01% 830
2016
Q2 		$12K Hold
263
– – ﹤0.01% 831
2016
Q1 		$8K Hold
263
– – ﹤0.01% 824
2015
Q4 		$6K Buy
+263
New +$7.89K ﹤0.01% 901
2013
Q4 		– Sell
-90
Closed -$4K – 952
2013
Q3 		$4K Buy
+90
New +$3.91K ﹤0.01% 900

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

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

Evercore Wealth Management sold out of Oneok (OKE) in Q2 2026, closing a stake of 2,292 shares — an estimated $207K sold.

Evercore Wealth Management first reported a position in OKE in Q3 2013 and held it in 23 quarters. The position peaked at $275K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Evercore Wealth Management reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Evercore Wealth Management sold 2,292 Oneok shares in Q2 2026, an estimated $207K.
  • Evercore Wealth Management first reported a position in Oneok in Q3 2013 and held it in 23 quarters.
  • Evercore Wealth Management's Oneok position peaked at $275K in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.