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Keudell/Morrison Wealth Management’s Oneok OKE Stock Holding History

Keudell/Morrison 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
Q2 		$680K Buy
7,825
+431
+6% +$38K 0.13% 110
2026
Q1 		$668K Sell
7,394
-3,913
-35% -$322K 0.14% 105
2025
Q4 		$831K Buy
+11,307
New +$801K 0.17% 84
2025
Q2 		$623K Buy
7,637
+3,269
+75% +$273K 0.14% 103
2025
Q1 		$433K Buy
4,368
+1,021
+31% +$101K 0.1% 122
2024
Q4 		$336K Sell
3,347
-724
-18% -$74.1K 0.09% 147
2024
Q3 		$371K Sell
4,071
-1,329
-25% -$116K 0.1% 138
2024
Q2 		$440K Buy
5,400
+13
+0.2% +$1.04K 0.13% 125
2024
Q1 		$432K Sell
5,387
-262
-5% -$19.1K 0.13% 127
2023
Q4 		$397K Buy
5,649
+119
+2% +$7.98K 0.13% 125
2023
Q3 		$351K Sell
5,530
-82
-1% -$5.35K 0.11% 126
2023
Q2 		$346K Buy
5,612
+106
+2% +$6.56K 0.1% 134
2023
Q1 		$350K Sell
5,506
-55
-1% -$3.65K 0.1% 127
2022
Q4 		$365K Sell
5,561
-65
-1% -$4K 0.12% 117
2022
Q3 		$288K Sell
5,626
-184
-3% -$10.9K 0.11% 140
2022
Q2 		$322K Buy
5,810
+14
+0.2% +$908 0.12% 130
2022
Q1 		$409K Sell
5,796
-536
-8% -$34.3K 0.17% 116
2021
Q4 		$372K Sell
6,332
-854
-12% -$53K 0.15% 123
2021
Q3 		$417K Buy
7,186
+19
+0.3% +$1.02K 0.18% 116
2021
Q2 		$399K Sell
7,167
-54
-0.7% -$2.88K 0.22% 111
2021
Q1 		$366K Buy
7,221
+1,022
+16% +$46.4K 0.21% 115
2020
Q4 		$238K Buy
+6,199
New +$208K 0.15% 141

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Keudell/Morrison Wealth Management's OKE Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Oneok (OKE) stake by 5.8% in Q2 2026, buying an estimated $38K and bringing the position to 7,825 shares worth $680K. The position accounts for 0.13% of the portfolio, ranked #110.

Keudell/Morrison Wealth Management first reported a position in OKE in Q4 2020 and has held it in 22 quarters since. The position peaked at $831K in Q4 2025. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Keudell/Morrison Wealth Management held 7,825 shares of Oneok worth $680K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 431 Oneok shares in Q2 2026, an estimated $38K.
  • Oneok made up 0.13% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Keudell/Morrison Wealth Management first reported a position in Oneok in Q4 2020 and has held it in 22 quarters since.
  • Keudell/Morrison Wealth Management's Oneok position peaked at $831K in Q4 2025.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.