Loring Wolcott & Coolidge Fiduciary Advisors’s Oneok OKE Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	$220K	Hold	2,525	–	–	﹤0.01%	312
2026 Q1	$218K	Hold	2,525	–	–	﹤0.01%	307
2025 Q4	$196K	Hold	2,525	–	–	﹤0.01%	312
2025 Q3	$176K	Hold	2,525	–	–	﹤0.01%	328
2025 Q2	$206K	Hold	2,525	–	–	﹤0.01%	274
2025 Q1	$214K	Hold	2,525	–	–	﹤0.01%	257
2024 Q4	$254K	Hold	2,525	–	–	﹤0.01%	258
2024 Q3	$246K	Sell	2,525 -390	-13%	-$33.9K	﹤0.01%	261
2024 Q2	$248K	Hold	2,915	–	–	﹤0.01%	256
2024 Q1	$233K	Hold	2,915	–	–	﹤0.01%	258
2023 Q4	$199K	Hold	2,915	–	–	﹤0.01%	282
2023 Q3	$194K	Buy	2,915 +1,733	+147%	+$113K	﹤0.01%	290
2023 Q2	$73K	Hold	1,182	–	–	﹤0.01%	396
2023 Q1	$75.1K	Hold	1,182	–	–	﹤0.01%	368
2022 Q4	$77.7K	Hold	1,182	–	–	﹤0.01%	363
2022 Q3	$61K	Hold	1,182	–	–	﹤0.01%	387
2022 Q2	$66K	Hold	1,182	–	–	﹤0.01%	402
2022 Q1	$83K	Hold	1,182	–	–	﹤0.01%	401
2021 Q4	$69K	Hold	1,182	–	–	﹤0.01%	429
2021 Q3	$69K	Sell	1,182 -53	-4%	-$2.85K	﹤0.01%	430
2021 Q2	$69K	Buy	+1,235	New	+$65.8K	﹤0.01%	444
2021 Q1	–	Sell	-1,182	Closed	-$45K	–	572
2020 Q4	$45K	Hold	1,182	–	–	﹤0.01%	437
2020 Q3	$31K	Sell	1,182 -11,820	-91%	-$329K	﹤0.01%	435
2020 Q2	$432K	Hold	13,002	–	–	0.01%	190
2020 Q1	$284K	Hold	13,002	–	–	﹤0.01%	213
2019 Q4	$984K	Hold	13,002	–	–	0.01%	156
2019 Q3	$958K	Hold	13,002	–	–	0.01%	159
2019 Q2	$895K	Hold	13,002	–	–	0.01%	161
2019 Q1	$908K	Hold	13,002	–	–	0.01%	158
2018 Q4	$701K	Hold	13,002	–	–	0.01%	175
2018 Q3	$881K	Hold	13,002	–	–	0.01%	163
2018 Q2	$908K	Hold	13,002	–	–	0.02%	167
2018 Q1	$740K	Hold	13,002	–	–	0.01%	180
2017 Q4	$695K	Hold	13,002	–	–	0.01%	185
2017 Q3	$720K	Hold	13,002	–	–	0.01%	178
2017 Q2	$736K	Buy	+13,002	New	+$673K	0.01%	167
2014 Q4	–	Sell	-600	Closed	-$39K	–	635
2014 Q3	$39K	Buy	+600	New	+$40.2K	﹤0.01%	436

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's OKE Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Oneok (OKE) position steady in Q2 2026 at 2,525 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in OKE in Q3 2014 and has held it in 37 quarters since. The position peaked at $984K in Q4 2019. 1,097 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 2,525 shares of Oneok worth $220K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Oneok share count unchanged in Q2 2026.
Oneok made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #312 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Oneok in Q3 2014 and has held it in 37 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Oneok position peaked at $984K in Q4 2019.
1,097 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.