EWA
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EverSource Wealth Advisors’s Oneok OKE Stock Holding History

EverSource 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 		$467K Buy
5,370
+133
+3% +$11.7K 0.02% 581
2026
Q1 		$473K Buy
5,237
+1,906
+57% +$157K 0.01% 624
2025
Q4 		$245K Sell
3,331
-201
-6% -$14.2K 0.01% 856
2025
Q3 		$258K Sell
3,532
-212
-6% -$16.2K 0.01% 786
2025
Q2 		$306K Buy
3,744
+209
+6% +$17.4K 0.01% 661
2025
Q1 		$351K Sell
3,535
-565
-14% -$56.1K 0.02% 472
2024
Q4 		$412K Buy
4,100
+967
+31% +$98.9K 0.02% 414
2024
Q3 		$285K Buy
3,133
+446
+17% +$38.8K 0.02% 459
2024
Q2 		$224K Buy
2,687
+1,133
+73% +$90.5K 0.01% 525
2024
Q1 		$123K Buy
1,554
+272
+21% +$19.9K 0.01% 633
2023
Q4 		$90K Sell
1,282
-13
-1% -$871 0.01% 677
2023
Q3 		$82.2K Buy
1,295
+414
+47% +$27K 0.01% 642
2023
Q2 		$54.4K Buy
881
+28
+3% +$1.73K 0.01% 802
2023
Q1 		$54.2K Sell
853
-11
-1% -$731 0.01% 769
2022
Q4 		$56.8K Buy
864
+452
+110% +$27.8K 0.01% 717
2022
Q3 		$21K Buy
412
+78
+23% +$4.64K ﹤0.01% 889
2022
Q2 		$18K Sell
334
-1
-0.3% -$65 ﹤0.01% 859
2022
Q1 		$24K Buy
335
+36
+12% +$2.3K 0.01% 638
2021
Q4 		$18K Buy
+299
New +$18.5K 0.01% 733

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

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

EverSource Wealth Advisors increased its Oneok (OKE) stake by 2.5% in Q2 2026, buying an estimated $11.7K and bringing the position to 5,370 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #581.

EverSource Wealth Advisors first reported a position in OKE in Q4 2021 and has held it in 19 quarters since. The position peaked at $473K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • EverSource Wealth Advisors held 5,370 shares of Oneok worth $467K as of Q2 2026.
  • EverSource Wealth Advisors bought 133 Oneok shares in Q2 2026, an estimated $11.7K.
  • Oneok made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #581 holding.
  • EverSource Wealth Advisors first reported a position in Oneok in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Oneok position peaked at $473K in Q1 2026.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.