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Lodestone Wealth Management’s Oneok OKE Stock Holding History

Lodestone 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 		$6.96K Hold
80
– – ﹤0.01% 563
2026
Q1 		$7.23K Sell
80
-8
-9% -$659 ﹤0.01% 549
2025
Q4 		$6.47K Buy
+88
New +$6.24K ﹤0.01% 554

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

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

Lodestone Wealth Management held its Oneok (OKE) position steady in Q2 2026 at 80 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Lodestone Wealth Management first reported a position in OKE in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.23K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Lodestone Wealth Management held 80 shares of Oneok worth $6.96K as of Q2 2026.
  • Lodestone Wealth Management left its Oneok share count unchanged in Q2 2026.
  • Oneok made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #563 holding.
  • Lodestone Wealth Management first reported a position in Oneok in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Oneok position peaked at $7.23K in Q1 2026.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.