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Lakeridge Wealth Management’s Oneok OKE Stock Holding History

Lakeridge 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 		$228K Sell
2,617
-77
-3% -$6.78K 0.08% 169
2026
Q1 		$244K Buy
+2,694
New +$222K 0.1% 152
2025
Q3 		– Sell
-2,942
Closed -$240K – 157
2025
Q2 		$240K Sell
2,942
-17
-0.6% -$1.42K 0.11% 135
2025
Q1 		$294K Buy
+2,959
New +$294K 0.15% 122

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
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 $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lakeridge Wealth Management's OKE Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Oneok (OKE) stake by 2.9% in Q2 2026, selling an estimated $6.78K and leaving 2,617 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #169.

Lakeridge Wealth Management first reported a position in OKE in Q1 2025 and has held it in 4 quarters since. The position peaked at $294K in Q1 2025. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Lakeridge Wealth Management held 2,617 shares of Oneok worth $228K as of Q2 2026.
  • Lakeridge Wealth Management sold 77 Oneok shares in Q2 2026, an estimated $6.78K.
  • Oneok made up 0.08% of Lakeridge Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Lakeridge Wealth Management first reported a position in Oneok in Q1 2025 and has held it in 4 quarters since.
  • Lakeridge Wealth Management's Oneok position peaked at $294K in Q1 2025.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.