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Moneta Group Investment Advisors’s Oneok OKE Stock Holding History

Moneta Group Investment Advisors’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 		$3.68M Sell
40,703
-416
-1% -$34.3K 0.03% 200
2025
Q4 		$3.02M Sell
41,119
-415
-1% -$29.4K 0.02% 225
2025
Q3 		$3.03M Sell
41,534
-1,856
-4% -$142K 0.02% 221
2025
Q2 		$3.54M Sell
43,390
-758
-2% -$63.2K 0.04% 162
2025
Q1 		$4.38M Buy
44,148
+1,338
+3% +$133K 0.06% 138
2024
Q4 		$4.3M Sell
42,810
-1,322
-3% -$135K 0.06% 141
2024
Q3 		$4.02M Buy
44,132
+56
+0.1% +$4.87K 0.06% 142
2024
Q2 		$3.59M Buy
44,076
+2,313
+6% +$185K 0.06% 144
2024
Q1 		$3.35M Sell
41,763
-12,476
-23% -$911K 0.05% 147
2023
Q4 		$3.81M Buy
54,239
+1,458
+3% +$97.7K 0.08% 133
2023
Q3 		$3.35M Buy
52,781
+30,779
+140% +$2.01M 0.08% 127
2023
Q2 		$1.36M Buy
22,002
+749
+4% +$46.3K 0.03% 200
2023
Q1 		$1.35M Buy
21,253
+907
+4% +$60.3K 0.03% 190
2022
Q4 		$1.39M Buy
20,346
+1,259
+7% +$77.4K 0.04% 181
2022
Q3 		$978K Sell
19,087
-1,273
-6% -$75.7K 0.04% 189
2022
Q2 		$1.13M Buy
20,360
+1,827
+10% +$118K 0.04% 191
2022
Q1 		$1.31M Sell
18,533
-17
-0.1% -$1.09K 0.05% 168
2021
Q4 		$1.09M Buy
18,550
+133
+0.7% +$8.25K 0.04% 192
2021
Q3 		$1.07M Buy
18,417
+408
+2% +$21.9K 0.05% 189
2021
Q2 		$1M Sell
18,009
-961
-5% -$51.2K 0.05% 199
2021
Q1 		$961K Buy
18,970
+705
+4% +$32K 0.05% 185
2020
Q4 		$701K Buy
18,265
+4,947
+37% +$166K 0.05% 167
2020
Q3 		$346K Buy
+13,318
New +$371K 0.03% 208
2018
Q4 		– Sell
-3,106
Closed -$211K – 238
2018
Q3 		$211K Buy
+3,106
New +$213K 0.02% 218
2018
Q2 		– Sell
-2,540
Closed -$145K – 565
2018
Q1 		$145K Hold
2,540
– – 0.02% 218
2017
Q4 		$136K Sell
2,540
-2,389
-48% -$127K 0.02% 222
2017
Q3 		$273K Buy
+4,929
New +$266K 0.04% 164

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

Moneta Group Investment Advisors's OKE Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Oneok (OKE) stake by 1% in Q1 2026, selling an estimated $34.3K and leaving 40,703 shares worth $3.68M. The position accounts for 0.03% of the portfolio, ranked #200.

Moneta Group Investment Advisors first reported a position in OKE in Q3 2017 and has held it in 27 quarters since. The position peaked at $4.38M in Q1 2025. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Moneta Group Investment Advisors held 40,703 shares of Oneok worth $3.68M as of Q1 2026.
  • Moneta Group Investment Advisors sold 416 Oneok shares in Q1 2026, an estimated $34.3K.
  • Oneok made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #200 holding.
  • Moneta Group Investment Advisors first reported a position in Oneok in Q3 2017 and has held it in 27 quarters since.
  • Moneta Group Investment Advisors's Oneok position peaked at $4.38M in Q1 2025.
  • 1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.