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Marshall & Sterling Wealth Advisors’s Oneok OKE Stock Holding History

Marshall & Sterling Wealth 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 		$8.69K Hold
100
– – 0.01% 249
2026
Q1 		$9.04K Hold
100
– – 0.01% 238
2025
Q4 		$7.35K Sell
100
-10
-9% -$708 ﹤0.01% 244
2025
Q3 		$8.03K Hold
110
– – 0.01% 395
2025
Q2 		$8.98K Sell
110
-284
-72% -$23.7K 0.01% 350
2025
Q1 		$39.1K Buy
394
+10
+3% +$993 0.03% 187
2024
Q4 		$38.6K Buy
+384
New +$39.3K 0.03% 147

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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 $59.9B AUM 27.01% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's OKE Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Oneok (OKE) position steady in Q2 2026 at 100 shares worth $8.69K. The position accounts for 0.01% of the portfolio, ranked #249.

Marshall & Sterling Wealth Advisors first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.1K in Q1 2025. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 100 shares of Oneok worth $8.69K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Oneok share count unchanged in Q2 2026.
  • Oneok made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #249 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Oneok position peaked at $39.1K in Q1 2025.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.