Meridian Financial Partners’s Oneok OKE Stock Holding History

Meridian Financial Partners’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	$398K	Sell	4,371 -147	-3%	-$12.9K	0.14%	89
2026 Q1	$410K	Hold	4,518	–	–	0.16%	83
2025 Q4	$343K	Sell	4,518 -1	-0%	-$71	0.14%	86
2025 Q3	$327K	Buy	4,519 +1	+0%	+$77	0.14%	87
2025 Q2	$369K	Hold	4,518	–	–	0.17%	83
2025 Q1	$448K	Hold	4,518	–	–	0.23%	70
2024 Q4	$454K	Buy	4,518 +10	+0.2%	+$1.02K	0.24%	64
2024 Q3	$411K	Hold	4,508	–	–	0.21%	73
2024 Q2	$376K	Buy	+4,508	New	+$360K	0.22%	61
2023 Q3	–	Sell	-4,358	Closed	-$287K	–	76
2023 Q2	$287K	Buy	+4,358	New	+$270K	0.17%	69
2022 Q3	–	Sell	-4,358	Closed	-$263K	–	72
2022 Q2	$263K	Buy	+4,358	New	+$283K	0.18%	76
2022 Q1	–	Sell	-4,941	Closed	-$297K	–	70
2021 Q4	$297K	Hold	4,941	–	–	0.2%	68
2021 Q3	$313K	Hold	4,941	–	–	0.21%	66
2021 Q2	$259K	Sell	4,941 -37	-0.7%	-$1.97K	0.18%	71
2021 Q1	$252K	Hold	4,978	–	–	0.19%	66
2020 Q4	$219K	Buy	+4,978	New	+$167K	0.17%	63

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Meridian Financial Partners's OKE Position: Q2 2026 in Review

Meridian Financial Partners reduced its Oneok (OKE) stake by 3.3% in Q2 2026, selling an estimated $12.9K and leaving 4,371 shares worth $398K. The position accounts for 0.14% of the portfolio, ranked #89.

Meridian Financial Partners first reported a position in OKE in Q4 2020 and has held it in 16 quarters since. The position peaked at $454K in Q4 2024. 1,653 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Meridian Financial Partners held 4,371 shares of Oneok worth $398K as of Q2 2026.
Meridian Financial Partners sold 147 Oneok shares in Q2 2026, an estimated $12.9K.
Oneok made up 0.14% of Meridian Financial Partners's portfolio in Q2 2026, its #89 holding.
Meridian Financial Partners first reported a position in Oneok in Q4 2020 and has held it in 16 quarters since.
Meridian Financial Partners's Oneok position peaked at $454K in Q4 2024.
1,653 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.