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 Q3	$1.71M	Buy	20,022 +657	+3%	+$60.5K	0.3%	32
2026 Q2	$1.68M	Buy	19,365 +105	+0.5%	+$9.25K	0.32%	34
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Mindset Wealth Management's OKE Position: Q3 2026 in Review

Mindset Wealth Management increased its Oneok (OKE) stake by 3.4% in Q3 2026, buying an estimated $60.5K and bringing the position to 20,022 shares worth $1.71M. The position accounts for 0.3% of the portfolio, ranked #32.

Mindset Wealth Management first reported a position in OKE in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.74M in Q1 2026. 333 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

Mindset Wealth Management held 20,022 shares of Oneok worth $1.71M as of Q3 2026.
Mindset Wealth Management bought 657 Oneok shares in Q3 2026, an estimated $60.5K.
Oneok made up 0.3% of Mindset Wealth Management's portfolio in Q3 2026, its #32 holding.
Mindset Wealth Management first reported a position in Oneok in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Oneok position peaked at $1.74M in Q1 2026.
333 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.