IWA
OKE icon

Icon Wealth Advisors’s Oneok OKE Stock Holding History

Icon 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 		$7.11M Sell
79,645
-1,208
-1% -$99.5K 0.46% 45
2025
Q4 		$5.94M Sell
80,853
-2,181
-3% -$155K 0.4% 49
2025
Q3 		$6.06M Sell
83,034
-405
-0.5% -$31K 0.41% 49
2025
Q2 		$6.81M Buy
83,439
+15,361
+23% +$1.28M 0.49% 44
2025
Q1 		$6.75M Buy
68,078
+1,643
+2% +$163K 0.56% 39
2024
Q4 		$6.67M Buy
66,435
+201
+0.3% +$20.6K 0.55% 38
2024
Q3 		$6.04M Buy
66,234
+4,395
+7% +$382K 0.5% 40
2024
Q2 		$5.15M Buy
61,839
+453
+0.7% +$36.2K 0.46% 45
2024
Q1 		$4.92M Buy
61,386
+20
+0% +$1.46K 0.46% 44
2023
Q4 		$4.31M Buy
+61,366
New +$4.11M 0.45% 46
2022
Q4 		$1.22M Sell
18,623
-97
-0.5% -$5.96K 0.14% 121
2022
Q3 		$959K Buy
+18,720
New +$1.11M 0.12% 135

Other funds holding OKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Icon Wealth Advisors reduced its Oneok (OKE) stake by 1.5% in Q1 2026, selling an estimated $99.5K and leaving 79,645 shares worth $7.11M. The position accounts for 0.46% of the portfolio, ranked #45.

Icon Wealth Advisors first reported a position in OKE in Q3 2022 and has held it in 12 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Icon Wealth Advisors held 79,645 shares of Oneok worth $7.11M as of Q1 2026.
  • Icon Wealth Advisors sold 1,208 Oneok shares in Q1 2026, an estimated $99.5K.
  • Oneok made up 0.46% of Icon Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • Icon Wealth Advisors first reported a position in Oneok in Q3 2022 and has held it in 12 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.