Monograph Wealth Advisors’s Oneok OKE Stock Holding History

Monograph Wealth 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	–	Sell	-5,514	Closed	-$405K	–	151
2025 Q4	$405K	Hold	5,514	–	–	0.04%	100
2025 Q3	$402K	Buy	+5,514	New	+$422K	0.04%	107

Other funds holding OKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Monograph Wealth Advisors's OKE Position: Q1 2026 in Review

Monograph Wealth Advisors sold out of Oneok (OKE) in Q1 2026, closing a stake of 5,514 shares — an estimated $405K sold.

Monograph Wealth Advisors first reported a position in OKE in Q3 2025 and held it in 2 quarters. The position peaked at $405K in Q4 2025. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Monograph Wealth Advisors reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
Monograph Wealth Advisors sold 5,514 Oneok shares in Q1 2026, an estimated $405K.
Monograph Wealth Advisors first reported a position in Oneok in Q3 2025 and held it in 2 quarters.
Monograph Wealth Advisors's Oneok position peaked at $405K in Q4 2025.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.