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Mindset Wealth Management’s Oneok OKE Stock Holding History

Mindset 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
Q1 		$1.74M Buy
19,260
+4,206
+28% +$346K 0.47% 23
2025
Q4 		$1.11M Sell
15,054
-855
-5% -$60.6K 0.29% 36
2025
Q3 		$1.16M Buy
15,909
+798
+5% +$61.1K 0.32% 31
2025
Q2 		$1.23M Buy
15,111
+592
+4% +$49.4K 0.4% 25
2025
Q1 		$1.44M Sell
14,519
-1,595
-10% -$158K 0.56% 15
2024
Q4 		$1.62M Buy
16,114
+106
+0.7% +$10.8K 0.59% 12
2024
Q3 		$1.46M Buy
+16,008
New +$1.39M 0.6% 12

Other funds holding OKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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

Mindset Wealth Management's OKE Position: Q1 2026 in Review

Mindset Wealth Management increased its Oneok (OKE) stake by 28% in Q1 2026, buying an estimated $346K and bringing the position to 19,260 shares worth $1.74M. The position accounts for 0.47% of the portfolio, ranked #23.

Mindset Wealth Management first reported a position in OKE in Q3 2024 and has held it in 7 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Mindset Wealth Management held 19,260 shares of Oneok worth $1.74M as of Q1 2026.
  • Mindset Wealth Management bought 4,206 Oneok shares in Q1 2026, an estimated $346K.
  • Oneok made up 0.47% of Mindset Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Mindset Wealth Management first reported a position in Oneok in Q3 2024 and has held it in 7 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.