KWM
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Kingsview Wealth Management’s Oneok OKE Stock Holding History

Kingsview 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 		$3.44M Buy
38,026
+537
+1% +$44.2K 0.05% 383
2025
Q4 		$2.76M Buy
37,489
+767
+2% +$54.3K 0.04% 420
2025
Q3 		$2.68M Buy
36,722
+1,176
+3% +$90.1K 0.04% 400
2025
Q2 		$2.9M Sell
35,546
-500
-1% -$41.7K 0.05% 365
2025
Q1 		$3.58M Sell
36,046
-4,452
-11% -$442K 0.07% 267
2024
Q4 		$4.07M Buy
40,498
+9,676
+31% +$990K 0.08% 235
2024
Q3 		$2.81M Buy
30,822
+14,647
+91% +$1.27M 0.06% 294
2024
Q2 		$1.32M Buy
16,175
+1,009
+7% +$80.6K 0.03% 444
2024
Q1 		$1.22M Buy
15,166
+396
+3% +$28.9K 0.03% 452
2023
Q4 		$1.04M Buy
14,770
+39
+0.3% +$2.61K 0.03% 462
2023
Q3 		$934K Buy
14,731
+1,820
+14% +$119K 0.03% 455
2023
Q2 		$797K Buy
12,911
+694
+6% +$42.9K 0.03% 473
2023
Q1 		$776K Sell
12,217
-3,480
-22% -$231K 0.03% 461
2022
Q4 		$1.03M Sell
15,697
-192
-1% -$11.8K 0.04% 342
2022
Q3 		$814K Buy
15,889
+3,806
+31% +$226K 0.04% 377
2022
Q2 		$671K Sell
12,083
-2,918
-19% -$189K 0.03% 472
2022
Q1 		$1.06M Buy
15,001
+11,166
+291% +$715K 0.05% 377
2021
Q4 		$225K Hold
3,835
– – 0.01% 830
2021
Q3 		$222K Buy
3,835
+137
+4% +$7.36K 0.01% 775
2021
Q2 		$211K Buy
+3,698
New +$197K 0.01% 811
2020
Q4 		– Sell
-30,886
Closed -$802K – 765
2020
Q3 		$802K Buy
+30,886
New +$860K 0.07% 269

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

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

Kingsview Wealth Management increased its Oneok (OKE) stake by 1.4% in Q1 2026, buying an estimated $44.2K and bringing the position to 38,026 shares worth $3.44M. The position accounts for 0.05% of the portfolio, ranked #383.

Kingsview Wealth Management first reported a position in OKE in Q3 2020 and has held it in 21 quarters since. The position peaked at $4.07M in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Kingsview Wealth Management held 38,026 shares of Oneok worth $3.44M as of Q1 2026.
  • Kingsview Wealth Management bought 537 Oneok shares in Q1 2026, an estimated $44.2K.
  • Oneok made up 0.05% of Kingsview Wealth Management's portfolio in Q1 2026, its #383 holding.
  • Kingsview Wealth Management first reported a position in Oneok in Q3 2020 and has held it in 21 quarters since.
  • Kingsview Wealth Management's Oneok position peaked at $4.07M in Q4 2024.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

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