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Evolve Private Wealth’s Oneok OKE Stock Holding History

Evolve 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 		– Sell
-13,474
Closed -$1.22M – 1175
2026
Q1 		$1.22M Buy
13,474
+1,044
+8% +$86K 0.07% 279
2025
Q4 		$914K Buy
+12,430
New +$881K 0.05% 324

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

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

Evolve Private Wealth sold out of Oneok (OKE) in Q2 2026, closing a stake of 13,474 shares — an estimated $1.22M sold.

Evolve Private Wealth first reported a position in OKE in Q4 2025 and held it in 2 quarters. The position peaked at $1.22M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Evolve Private Wealth reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 13,474 Oneok shares in Q2 2026, an estimated $1.22M.
  • Evolve Private Wealth first reported a position in Oneok in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Oneok position peaked at $1.22M in Q1 2026.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.