Lido Advisors’s Oneok OKE Stock Holding History

Lido Advisors’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	$588K	Hold	6,500	–	–	﹤0.01%	1213
2025 Q4	$478K	Hold	6,500	–	–	﹤0.01%	1320
2025 Q3	$474K	Buy	+6,500	New	+$498K	﹤0.01%	1251

Other funds holding OKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Lido Advisors's OKE Position: Q1 2026 in Review

Lido Advisors increased its Oneok (OKE) stake by 131% in Q1 2026, buying an estimated $3.61M and bringing the position to 77,363 shares worth $6.99M. The position accounts for 0.02% of the portfolio, ranked #391.

Lido Advisors first reported a position in OKE in Q4 2020 and has held it in 18 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Lido Advisors held 77,363 shares of Oneok worth $6.99M as of Q1 2026.
Lido Advisors bought 43,854 Oneok shares in Q1 2026, an estimated $3.61M.
Oneok made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #391 holding.
Lido Advisors first reported a position in Oneok in Q4 2020 and has held it in 18 quarters since.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.