EPW
OKE icon

Evergreen Private Wealth’s Oneok OKE Stock Holding History

Evergreen Private Wealth’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 		$200K Buy
2,302
+1
+0% +$88 0.07% 67
2026
Q1 		$208K Buy
2,301
+445
+24% +$36.6K 0.08% 63
2025
Q4 		$136K Buy
1,856
+307
+20% +$21.8K 0.05% 79
2025
Q3 		$113K Sell
1,549
-71
-4% -$5.44K 0.05% 85
2025
Q2 		$132K Sell
1,620
-78
-5% -$6.5K 0.06% 83
2025
Q1 		$169K Sell
1,698
-8
-0.5% -$794 0.08% 75
2024
Q4 		$171K Buy
1,706
+1
+0.1% +$102 0.08% 72
2024
Q3 		$155K Buy
1,705
+1
+0.1% +$87 0.07% 82
2024
Q2 		$139K Sell
1,704
-2
-0.1% -$160 0.07% 89
2024
Q1 		$137K Sell
1,706
-18
-1% -$1.31K 0.07% 93
2023
Q4 		$121K Buy
+1,724
New +$116K 0.07% 84

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

Evergreen Private Wealth's OKE Position: Q2 2026 in Review

Evergreen Private Wealth increased its Oneok (OKE) stake by 0.04% in Q2 2026, buying an estimated $88 and bringing the position to 2,302 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #67.

Evergreen Private Wealth first reported a position in OKE in Q4 2023 and has held it in 11 quarters since. The position peaked at $208K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Evergreen Private Wealth held 2,302 shares of Oneok worth $200K as of Q2 2026.
  • Evergreen Private Wealth bought 1 Oneok share in Q2 2026, an estimated $88.
  • Oneok made up 0.07% of Evergreen Private Wealth's portfolio in Q2 2026, its #67 holding.
  • Evergreen Private Wealth first reported a position in Oneok in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Private Wealth's Oneok position peaked at $208K in Q1 2026.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.