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 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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return