Guardian Partners’s Oneok OKE Stock Holding History

Guardian Partners’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	–	Sell	-2,700	Closed	-$216K	–	208
2025 Q4	$216K	Sell	2,700 -8,000	-75%	-$567K	0.02%	198
2025 Q3	$781K	Buy	+10,700	New	+$819K	0.07%	125

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

Guardian Partners's OKE Position: Q1 2026 in Review

Guardian Partners sold out of Oneok (OKE) in Q1 2026, closing a stake of 2,700 shares — an estimated $216K sold.

Guardian Partners first reported a position in OKE in Q3 2025 and held it in 2 quarters. The position peaked at $781K in Q3 2025. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Guardian Partners reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
Guardian Partners sold 2,700 Oneok shares in Q1 2026, an estimated $216K.
Guardian Partners first reported a position in Oneok in Q3 2025 and held it in 2 quarters.
Guardian Partners's Oneok position peaked at $781K in Q3 2025.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.