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Leo Wealth LLC’s Oneok OKE Stock Holding History

Leo Wealth LLC’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 		$753K Buy
8,333
+3,429
+70% +$282K 0.05% 218
2025
Q4 		$360K Buy
+4,904
New +$347K 0.03% 313
2025
Q3 		– Sell
-2,816
Closed -$230K – 361
2025
Q2 		$230K Buy
+2,816
New +$235K 0.02% 354
2025
Q1 		– Sell
-2,714
Closed -$272K – 342
2024
Q4 		$272K Sell
2,714
-60
-2% -$6.14K 0.02% 300
2024
Q3 		$253K Sell
2,774
-139
-5% -$12.1K 0.02% 304
2024
Q2 		$238K Buy
2,913
+63
+2% +$5.03K 0.02% 301
2024
Q1 		$228K Buy
+2,850
New +$208K 0.02% 302

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Leo Wealth LLC's OKE Position: Q1 2026 in Review

Leo Wealth LLC increased its Oneok (OKE) stake by 70% in Q1 2026, buying an estimated $282K and bringing the position to 8,333 shares worth $753K. The position accounts for 0.05% of the portfolio, ranked #218.

Leo Wealth LLC first reported a position in OKE in Q1 2024 and has held it in 7 quarters since. 1,687 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Leo Wealth LLC held 8,333 shares of Oneok worth $753K as of Q1 2026.
  • Leo Wealth LLC bought 3,429 Oneok shares in Q1 2026, an estimated $282K.
  • Oneok made up 0.05% of Leo Wealth LLC's portfolio in Q1 2026, its #218 holding.
  • Leo Wealth LLC first reported a position in Oneok in Q1 2024 and has held it in 7 quarters since.
  • 1,687 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.