Mark Sheptoff Financial Planning’s Oneok OKE Stock Holding History

Mark Sheptoff Financial Planning’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	$224K	Sell	2,488 -250	-9%	-$20.6K	0.12%	96
2025 Q4	$201K	Buy	2,738 +1,350	+97%	+$95.6K	0.1%	103
2025 Q3	$101K	Hold	1,388	–	–	0.05%	137
2025 Q2	$113K	Hold	1,388	–	–	0.06%	119
2025 Q1	$138K	Hold	1,388	–	–	0.08%	103
2024 Q4	$139K	Hold	1,388	–	–	0.07%	107
2024 Q3	$126K	Hold	1,388	–	–	0.07%	111
2024 Q2	$113K	Hold	1,388	–	–	0.06%	123
2024 Q1	$111K	Hold	1,388	–	–	0.06%	122
2023 Q4	$97.5K	Hold	1,388	–	–	0.06%	122
2023 Q3	$88K	Hold	1,388	–	–	0.06%	116
2023 Q2	$85.7K	Hold	1,388	–	–	0.05%	125
2023 Q1	$88.2K	Hold	1,388	–	–	0.05%	122
2022 Q4	$91.2K	Hold	1,388	–	–	0.05%	116
2022 Q3	$71K	Hold	1,388	–	–	0.04%	125
2022 Q2	$77K	Hold	1,388	–	–	0.04%	128
2022 Q1	$98K	Buy	1,388 +75	+6%	+$4.8K	0.05%	138
2021 Q4	$77K	Buy	1,313 +788	+150%	+$48.9K	0.04%	150
2021 Q3	$30K	Hold	525	–	–	0.02%	211
2021 Q2	$29K	Buy	525 +125	+31%	+$6.66K	0.02%	239
2021 Q1	$20K	Hold	400	–	–	0.01%	232
2020 Q4	$15K	Hold	400	–	–	0.01%	243
2020 Q3	$10K	Hold	400	–	–	0.01%	236
2020 Q2	$13K	Hold	400	–	–	0.01%	236
2020 Q1	$9K	Sell	400 -190	-32%	-$11.6K	0.01%	246
2019 Q4	$45K	Hold	590	–	–	0.03%	156
2019 Q3	$43K	Sell	590 -380	-39%	-$26.9K	0.03%	157
2019 Q2	$67K	Hold	970	–	–	0.05%	138
2019 Q1	$68K	Hold	970	–	–	0.05%	133
2018 Q4	$52K	Hold	970	–	–	0.04%	132
2018 Q3	$66K	Buy	970 +570	+143%	+$39K	0.05%	146
2018 Q2	$28K	Hold	400	–	–	0.02%	200
2018 Q1	$23K	Hold	400	–	–	0.02%	222
2017 Q4	$21K	Hold	400	–	–	0.01%	231
2017 Q3	$22K	Hold	400	–	–	0.01%	231
2017 Q2	$21K	Sell	400 -1	-0.2%	-$52	0.01%	225
2017 Q1	$22K	Buy	401 +1	+0.3%	+$55	0.02%	220
2016 Q4	$23K	Hold	400	–	–	0.02%	211
2016 Q3	$21K	Hold	400	–	–	0.02%	212
2016 Q2	$19K	Hold	400	–	–	0.01%	211
2016 Q1	$12K	Sell	400 -484	-55%	-$11.9K	0.01%	241
2015 Q4	$22K	Hold	884	–	–	0.02%	214
2015 Q3	$28K	Hold	884	–	–	0.02%	195
2015 Q2	$35K	Hold	884	–	–	0.03%	190
2015 Q1	$43K	Hold	884	–	–	0.04%	177
2014 Q4	$44K	Hold	884	–	–	0.04%	175
2014 Q3	$58K	Hold	884	–	–	0.05%	162
2014 Q2	$60K	Hold	884	–	–	0.05%	166
2014 Q1	$52K	Buy	+884	New	+$51.7K	0.05%	178

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

Mark Sheptoff Financial Planning's OKE Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Oneok (OKE) stake by 9.1% in Q1 2026, selling an estimated $20.6K and leaving 2,488 shares worth $224K. The position accounts for 0.12% of the portfolio, ranked #96.

Mark Sheptoff Financial Planning first reported a position in OKE in Q1 2014 and has held it in 49 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Mark Sheptoff Financial Planning held 2,488 shares of Oneok worth $224K as of Q1 2026.
Mark Sheptoff Financial Planning sold 250 Oneok shares in Q1 2026, an estimated $20.6K.
Oneok made up 0.12% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #96 holding.
Mark Sheptoff Financial Planning first reported a position in Oneok in Q1 2014 and has held it in 49 quarters since.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.