Flagship Wealth Advisors’s Oneok OKE Stock Holding History

Flagship 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 Q1	$572K	Sell	7,009 -97	-1%	-$7.99K	0.25%	58
2025 Q4	$522K	Buy	7,106 +58	+0.8%	+$4.11K	0.15%	72
2025 Q3	$514K	Buy	7,048 +36	+0.5%	+$2.76K	0.17%	71
2025 Q2	$572K	Buy	7,012 +130	+2%	+$10.8K	0.22%	63
2025 Q1	$683K	Buy	6,882 +326	+5%	+$32.4K	0.29%	55
2024 Q4	$658K	Buy	+6,556	New	+$671K	0.39%	39

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

Flagship Wealth Advisors's OKE Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Oneok (OKE) stake by 1.4% in Q1 2026, selling an estimated $7.99K and leaving 7,009 shares worth $572K. The position accounts for 0.25% of the portfolio, ranked #58.

Flagship Wealth Advisors first reported a position in OKE in Q4 2024 and has held it in 6 quarters since. The position peaked at $683K in Q1 2025. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Flagship Wealth Advisors held 7,009 shares of Oneok worth $572K as of Q1 2026.
Flagship Wealth Advisors sold 97 Oneok shares in Q1 2026, an estimated $7.99K.
Oneok made up 0.25% of Flagship Wealth Advisors's portfolio in Q1 2026, its #58 holding.
Flagship Wealth Advisors first reported a position in Oneok in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's Oneok position peaked at $683K in Q1 2025.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.