Mascoma Wealth Management’s Oneok OKE Stock Holding History

Mascoma 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	$522	Hold	6	–	–	﹤0.01%	550
2026 Q1	$542	Buy	+6	New	+$494	﹤0.01%	493
2025 Q4	–	Sell	-1,000	Closed	-$73K	–	512
2025 Q3	$73K	Hold	1,000	–	–	0.02%	162
2025 Q2	$81.6K	Hold	1,000	–	–	0.02%	150
2025 Q1	$99.2K	Hold	1,000	–	–	0.02%	133
2024 Q4	$100K	Hold	1,000	–	–	0.03%	140
2024 Q3	$91.1K	Hold	1,000	–	–	0.02%	147
2024 Q2	$81.5K	Buy	+1,000	New	+$79.9K	0.02%	152
2023 Q4	–	Sell	-10	Closed	-$634	–	499
2023 Q3	$634	Buy	+10	New	+$653	﹤0.01%	487
2022 Q4	–	Sell	-92	Closed	-$5K	–	651
2022 Q3	$5K	Sell	92 -26	-22%	-$1.55K	﹤0.01%	484
2022 Q2	$7K	Sell	118 -156	-57%	-$10.1K	﹤0.01%	468
2022 Q1	$19K	Buy	274 +97	+55%	+$6.21K	0.01%	376
2021 Q4	$10K	Buy	+177	New	+$11K	﹤0.01%	405

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Mascoma Wealth Management held its Oneok (OKE) position steady in Q2 2026 at 6 shares worth $522. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Mascoma Wealth Management first reported a position in OKE in Q4 2021 and has held it in 13 quarters since. The position peaked at $100K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Mascoma Wealth Management held 6 shares of Oneok worth $522 as of Q2 2026.
Mascoma Wealth Management left its Oneok share count unchanged in Q2 2026.
Oneok made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #550 holding.
Mascoma Wealth Management first reported a position in Oneok in Q4 2021 and has held it in 13 quarters since.
Mascoma Wealth Management's Oneok position peaked at $100K in Q4 2024.
1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

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