IAG Wealth Partners’s Oneok OKE Stock Holding History

IAG Wealth 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	$10.1K	Hold	112	–	–	﹤0.01%	381
2025 Q4	$8.23K	Hold	112	–	–	﹤0.01%	375
2025 Q3	$8.17K	Hold	112	–	–	﹤0.01%	393
2025 Q2	$9.14K	Hold	112	–	–	﹤0.01%	349
2025 Q1	$11.1K	Hold	112	–	–	﹤0.01%	328
2024 Q4	$11.2K	Hold	112	–	–	﹤0.01%	329
2024 Q3	$10.2K	Hold	112	–	–	﹤0.01%	341
2024 Q2	$9.13K	Hold	112	–	–	﹤0.01%	338
2024 Q1	$8.98K	Hold	112	–	–	﹤0.01%	324
2023 Q4	$7.87K	Hold	112	–	–	﹤0.01%	333
2023 Q3	$7.1K	Hold	112	–	–	﹤0.01%	339
2023 Q2	$6.91K	Hold	112	–	–	﹤0.01%	353
2023 Q1	$7.12K	Hold	112	–	–	﹤0.01%	352
2022 Q4	$7.36K	Hold	112	–	–	﹤0.01%	321
2022 Q3	$6K	Sell	112 -88	-44%	-$5.23K	﹤0.01%	329
2022 Q2	$11K	Hold	200	–	–	﹤0.01%	272
2022 Q1	$14K	Hold	200	–	–	﹤0.01%	260
2021 Q4	$12K	Buy	+200	New	+$12.4K	﹤0.01%	282
2021 Q2	–	Sell	-295	Closed	-$15K	–	384
2021 Q1	$15K	Buy	+295	New	+$13.4K	0.01%	213

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

IAG Wealth Partners's OKE Position: Q1 2026 in Review

IAG Wealth Partners held its Oneok (OKE) position steady in Q1 2026 at 112 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

IAG Wealth Partners first reported a position in OKE in Q1 2021 and has held it in 19 quarters since. The position peaked at $15K in Q1 2021. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

IAG Wealth Partners held 112 shares of Oneok worth $10.1K as of Q1 2026.
IAG Wealth Partners left its Oneok share count unchanged in Q1 2026.
Oneok made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #381 holding.
IAG Wealth Partners first reported a position in Oneok in Q1 2021 and has held it in 19 quarters since.
IAG Wealth Partners's Oneok position peaked at $15K in Q1 2021.
1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.