MGB Wealth Management’s Oneok OKE Stock Holding History

MGB 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
2025 Q4	$1.22M	Sell	16,533 -892	-5%	-$63.2K	0.35%	58
2025 Q3	$1.27M	Sell	17,425 -4,169	-19%	-$319K	0.36%	58
2025 Q2	$1.76M	Sell	21,594 -2,341	-10%	-$195K	0.58%	39
2025 Q1	$2.37M	Sell	23,935 -13,209	-36%	-$1.31M	0.86%	25
2024 Q4	$3.73M	Buy	37,144 +344	+0.9%	+$35.2K	1.16%	10
2024 Q3	$3.35M	Sell	36,800 -50	-0.1%	-$4.35K	1.21%	11
2024 Q2	$3.11M	Buy	36,850 +350	+1%	+$28K	1.16%	15
2024 Q1	$2.93M	Buy	36,500 +2,600	+8%	+$190K	1.19%	16
2023 Q4	$2.38M	Buy	+33,900	New	+$2.27M	1.2%	15

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

MGB Wealth Management's OKE Position: Q4 2025 in Review

MGB Wealth Management reduced its Oneok (OKE) stake by 5.1% in Q4 2025, selling an estimated $63.2K and leaving 16,533 shares worth $1.22M. The position accounts for 0.35% of the portfolio, ranked #58.

MGB Wealth Management first reported a position in OKE in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.73M in Q4 2024. 1,555 funds tracked by Wall St. Rank hold OKE as of Q4 2025.

MGB Wealth Management held 16,533 shares of Oneok worth $1.22M as of Q4 2025.
MGB Wealth Management sold 892 Oneok shares in Q4 2025, an estimated $63.2K.
Oneok made up 0.35% of MGB Wealth Management's portfolio in Q4 2025, its #58 holding.
MGB Wealth Management first reported a position in Oneok in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Oneok position peaked at $3.73M in Q4 2024.
1,555 funds tracked by Wall St. Rank held Oneok as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.