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Larson Financial Group’s Oneok OKE Stock Holding History

Larson Financial Group’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 		$3.88M Sell
42,967
-1,590
-4% -$131K 0.12% 149
2025
Q4 		$3.27M Buy
44,557
+1,963
+5% +$139K 0.11% 164
2025
Q3 		$3.11M Sell
42,594
-783
-2% -$60K 0.11% 166
2025
Q2 		$3.54M Buy
43,377
+7,228
+20% +$603K 0.14% 142
2025
Q1 		$3.59M Buy
36,149
+2,442
+7% +$242K 0.17% 115
2024
Q4 		$3.38M Buy
33,707
+3,658
+12% +$374K 0.17% 103
2024
Q3 		$2.74M Buy
30,049
+1,131
+4% +$98.4K 0.16% 122
2024
Q2 		$2.36M Buy
28,918
+1,585
+6% +$127K 0.16% 115
2024
Q1 		$2.19M Sell
27,333
-1,066
-4% -$77.8K 0.17% 109
2023
Q4 		$1.99M Sell
28,399
-847
-3% -$56.8K 0.17% 101
2023
Q3 		$1.86M Buy
29,246
+1,238
+4% +$80.8K 0.18% 102
2023
Q2 		$1.73M Sell
28,008
-1,358
-5% -$84K 0.17% 107
2023
Q1 		$1.87M Buy
29,366
+141
+0.5% +$9.37K 0.2% 95
2022
Q4 		$1.92M Sell
29,225
-3,643
-11% -$224K 0.23% 90
2022
Q3 		$1.68M Buy
32,868
+32,041
+3,874% +$1.91M 0.24% 75
2022
Q2 		$46K Buy
827
+267
+48% +$17.3K 0.01% 389
2022
Q1 		$40K Hold
560
– – 0.01% 410
2021
Q4 		$33K Buy
+560
New +$34.7K 0.01% 457
2021
Q2 		– Sell
-8
Closed – – 894
2021
Q1 		$0 Hold
8
– – ﹤0.01% 901
2020
Q4 		$0 Hold
8
– – ﹤0.01% 816
2020
Q3 		$0 Hold
8
– – ﹤0.01% 807
2020
Q2 		$0 Hold
8
– – ﹤0.01% 735
2020
Q1 		$0 Hold
8
– – ﹤0.01% 624
2019
Q4 		$1K Hold
8
– – ﹤0.01% 530
2019
Q3 		$1K Hold
8
– – ﹤0.01% 503
2019
Q2 		$1K Buy
+8
New +$539 ﹤0.01% 456

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

Larson Financial Group's OKE Position: Q1 2026 in Review

Larson Financial Group reduced its Oneok (OKE) stake by 3.6% in Q1 2026, selling an estimated $131K and leaving 42,967 shares worth $3.88M. The position accounts for 0.12% of the portfolio, ranked #149.

Larson Financial Group first reported a position in OKE in Q2 2019 and has held it in 26 quarters since. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Larson Financial Group held 42,967 shares of Oneok worth $3.88M as of Q1 2026.
  • Larson Financial Group sold 1,590 Oneok shares in Q1 2026, an estimated $131K.
  • Oneok made up 0.12% of Larson Financial Group's portfolio in Q1 2026, its #149 holding.
  • Larson Financial Group first reported a position in Oneok in Q2 2019 and has held it in 26 quarters since.
  • 1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.