MHR
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Matthew Hamilton Rosenberg’s Oneok OKE Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$334K Sell
3,913
-234
-6% -$21.5K 0.06% 159
2026
Q2 		$361K Hold
4,147
– – 0.07% 142
2026
Q1 		$375K Hold
4,147
– – 0.08% 126
2025
Q4 		$305K Buy
4,147
+28
+0.7% +$1.98K 0.06% 148
2025
Q3 		$301K Sell
4,119
-425
-9% -$32.5K 0.07% 146
2025
Q2 		$371K Buy
4,544
+425
+10% +$35.4K 0.09% 114
2025
Q1 		$409K Hold
4,119
– – 0.1% 92
2024
Q4 		$414K Hold
4,119
– – 0.11% 86
2024
Q3 		$375K Buy
4,119
+229
+6% +$19.9K 0.1% 96
2024
Q2 		$318K Sell
3,890
-229
-6% -$18.3K 0.09% 111
2024
Q1 		$328K Sell
4,119
-36
-0.9% -$2.63K 0.09% 108
2023
Q4 		$292K Hold
4,155
– – 0.09% 122
2023
Q3 		$264K Hold
4,155
– – 0.09% 121
2023
Q2 		$256K Hold
4,155
– – 0.09% 136
2023
Q1 		$264K Sell
4,155
-387
-9% -$25.7K 0.09% 144
2022
Q4 		$298K Buy
4,542
+4
+0.1% +$246 0.1% 129
2022
Q3 		$233K Buy
4,538
+17
+0.4% +$1.01K 0.09% 137
2022
Q2 		$257K Buy
4,521
+3
+0.1% +$195 0.1% 125
2022
Q1 		$319K Buy
4,518
+3
+0.1% +$192 0.11% 112
2021
Q4 		$265K Buy
4,515
+237
+6% +$14.7K 0.09% 136
2021
Q3 		$248K Buy
4,278
+156
+4% +$8.38K 0.1% 133
2021
Q2 		$229K Buy
4,122
+387
+10% +$20.6K 0.12% 114
2021
Q1 		$189K Buy
3,735
+4
+0.1% +$182 0.11% 129
2020
Q4 		$143K Buy
3,731
+3,156
+549% +$106K 0.09% 160
2020
Q3 		$15K Sell
575
-1,266
-69% -$35.2K 0.01% 427
2020
Q2 		$61K Hold
1,841
– – 0.05% 279
2020
Q1 		$41K Buy
+1,841
New +$112K 0.04% 289

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's OKE Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Oneok (OKE) stake by 5.6% in Q3 2026, selling an estimated $21.5K and leaving 3,913 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #159.

Matthew Hamilton Rosenberg first reported a position in OKE in Q1 2020 and has held it in 27 quarters since. The position peaked at $414K in Q4 2024. 44 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Matthew Hamilton Rosenberg held 3,913 shares of Oneok worth $334K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 234 Oneok shares in Q3 2026, an estimated $21.5K.
  • Oneok made up 0.06% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #159 holding.
  • Matthew Hamilton Rosenberg first reported a position in Oneok in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Oneok position peaked at $414K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.