Jessup Wealth Management’s Oneok OKE Stock Holding History

Jessup Wealth Management’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	-100	Closed	-$7.35K	–	258
2025 Q4	$7.35K	Buy	+100	New	+$7.08K	﹤0.01%	262

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

Jessup Wealth Management's OKE Position: Q1 2026 in Review

Jessup Wealth Management sold out of Oneok (OKE) in Q1 2026, closing a stake of 100 shares — an estimated $7.35K sold.

Jessup Wealth Management first reported a position in OKE in Q4 2025 and held it in 1 quarter. The position peaked at $7.35K in Q4 2025. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Jessup Wealth Management reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 100 Oneok shares in Q1 2026, an estimated $7.35K.
Jessup Wealth Management first reported a position in Oneok in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's Oneok position peaked at $7.35K in Q4 2025.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

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