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Integrated Wealth Concepts’s Oneok OKE Stock Holding History

Integrated Wealth Concepts’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 		$2.84M Buy
31,377
+16,410
+110% +$1.35M 0.02% 629
2025
Q4 		$1.1M Sell
14,967
-7,776
-34% -$551K 0.01% 732
2025
Q3 		$1.66M Sell
22,743
-3,921
-15% -$300K 0.01% 748
2025
Q2 		$2.18M Sell
26,664
-937
-3% -$78.1K 0.02% 592
2025
Q1 		$2.74M Buy
27,601
+2,510
+10% +$249K 0.03% 497
2024
Q4 		$2.52M Buy
25,091
+1,267
+5% +$130K 0.03% 486
2024
Q3 		$2.17M Buy
23,824
+5,697
+31% +$496K 0.03% 522
2024
Q2 		$1.48M Buy
18,127
+84
+0.5% +$6.71K 0.02% 606
2024
Q1 		$1.45M Sell
18,043
-11,287
-38% -$824K 0.02% 615
2023
Q4 		$2.06M Buy
29,330
+4,356
+17% +$292K 0.03% 472
2023
Q3 		$1.58M Buy
24,974
+10,217
+69% +$667K 0.03% 527
2023
Q2 		$911K Sell
14,757
-531
-3% -$32.8K 0.02% 719
2023
Q1 		$971K Buy
15,288
+11,186
+273% +$743K 0.02% 632
2022
Q4 		$270K Buy
+4,102
New +$252K 0.01% 849
2022
Q2 		– Sell
-3,130
Closed -$221K – 1048
2022
Q1 		$221K Buy
+3,130
New +$200K 0.01% 844

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

Integrated Wealth Concepts's OKE Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Oneok (OKE) stake by 110% in Q1 2026, buying an estimated $1.35M and bringing the position to 31,377 shares worth $2.84M. The position accounts for 0.02% of the portfolio, ranked #629.

Integrated Wealth Concepts first reported a position in OKE in Q1 2022 and has held it in 15 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Integrated Wealth Concepts held 31,377 shares of Oneok worth $2.84M as of Q1 2026.
  • Integrated Wealth Concepts bought 16,410 Oneok shares in Q1 2026, an estimated $1.35M.
  • Oneok made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #629 holding.
  • Integrated Wealth Concepts first reported a position in Oneok in Q1 2022 and has held it in 15 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.