Evermay Wealth Management’s Oneok OKE Stock Holding History

Evermay 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 Q1	$50.6K	Hold	560	–	–	0.01%	322
2025 Q4	$41.2K	Hold	560	–	–	﹤0.01%	337
2025 Q3	$40.9K	Hold	560	–	–	﹤0.01%	337
2025 Q2	$45.7K	Hold	560	–	–	0.01%	328
2025 Q1	$55.6K	Hold	560	–	–	0.01%	313
2024 Q4	$56.2K	Hold	560	–	–	0.01%	312
2024 Q3	$51K	Hold	560	–	–	0.01%	337
2024 Q2	$45.7K	Hold	560	–	–	0.01%	355
2024 Q1	$44.9K	Sell	560 -5	-0.9%	-$365	0.01%	360
2023 Q4	$39.7K	Buy	565 +5	+0.9%	+$335	0.01%	346
2023 Q3	$35.5K	Hold	560	–	–	0.01%	332
2023 Q2	$34.6K	Hold	560	–	–	0.01%	340
2023 Q1	$35.6K	Hold	560	–	–	0.01%	330
2022 Q4	$36.8K	Hold	560	–	–	0.01%	319
2022 Q3	$29K	Hold	560	–	–	0.01%	317
2022 Q2	$31K	Hold	560	–	–	0.01%	312
2022 Q1	$40K	Hold	560	–	–	0.01%	318
2021 Q4	$33K	Hold	560	–	–	0.01%	318
2021 Q3	$32K	Sell	560 -200	-26%	-$10.7K	0.01%	306
2021 Q2	$42K	Buy	+760	New	+$40.5K	0.01%	304

Other funds holding OKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Evermay Wealth Management's OKE Position: Q1 2026 in Review

Evermay Wealth Management held its Oneok (OKE) position steady in Q1 2026 at 560 shares worth $50.6K. The position accounts for 0.01% of the portfolio, ranked #322.

Evermay Wealth Management first reported a position in OKE in Q2 2021 and has held it in 20 quarters since. The position peaked at $56.2K in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Evermay Wealth Management held 560 shares of Oneok worth $50.6K as of Q1 2026.
Evermay Wealth Management left its Oneok share count unchanged in Q1 2026.
Oneok made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #322 holding.
Evermay Wealth Management first reported a position in Oneok in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Oneok position peaked at $56.2K in Q4 2024.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.