MWM
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Modern Wealth Management’s Oneok OKE Stock Holding History

Modern 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
Q2 		$1.21M Buy
13,895
+2,125
+18% +$187K 0.01% 476
2026
Q1 		$1.03M Sell
11,770
-177
-1% -$14.6K 0.02% 419
2025
Q4 		$878K Sell
11,947
-165
-1% -$11.7K 0.02% 426
2025
Q3 		$884K Buy
12,112
+68
+0.6% +$5.21K 0.02% 416
2025
Q2 		$983K Sell
12,044
-81
-0.7% -$6.75K 0.02% 373
2025
Q1 		$1.2M Sell
12,125
-298
-2% -$29.6K 0.04% 281
2024
Q4 		$1.25M Buy
12,423
+2,350
+23% +$240K 0.05% 231
2024
Q3 		$918K Buy
10,073
+246
+3% +$21.4K 0.06% 172
2024
Q2 		$801K Buy
9,827
+1,900
+24% +$152K 0.06% 160
2024
Q1 		$636K Buy
+7,927
New +$579K 0.06% 147

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Modern Wealth Management's OKE Position: Q2 2026 in Review

Modern Wealth Management increased its Oneok (OKE) stake by 18% in Q2 2026, buying an estimated $187K and bringing the position to 13,895 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #476.

Modern Wealth Management first reported a position in OKE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Modern Wealth Management held 13,895 shares of Oneok worth $1.21M as of Q2 2026.
  • Modern Wealth Management bought 2,125 Oneok shares in Q2 2026, an estimated $187K.
  • Oneok made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #476 holding.
  • Modern Wealth Management first reported a position in Oneok in Q1 2024 and has held it in 10 quarters since.
  • Modern Wealth Management's Oneok position peaked at $1.25M in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.