MWM
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Moran Wealth Management’s Oneok OKE Stock Holding History

Moran 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 		$7.33M Sell
81,095
-10,918
-12% -$899K 0.22% 148
2025
Q4 		$6.76M Sell
92,013
-4,580
-5% -$324K 0.21% 149
2025
Q3 		$7.05M Sell
96,593
-1,182
-1% -$90.5K 0.21% 134
2025
Q2 		$7.98M Sell
97,775
-6,135
-6% -$511K 0.25% 126
2025
Q1 		$10.3M Sell
103,910
-949
-0.9% -$94.2K 0.35% 93
2024
Q4 		$10.5M Sell
104,859
-2,745
-3% -$281K 0.34% 103
2024
Q3 		$9.81M Sell
107,604
-5,294
-5% -$461K 0.3% 104
2024
Q2 		$9.21M Sell
112,898
-4,365
-4% -$349K 0.3% 112
2024
Q1 		$9.4M Sell
117,263
-6,799
-5% -$496K 0.3% 108
2023
Q4 		$8.71M Sell
124,062
-7,330
-6% -$491K 0.31% 109
2023
Q3 		$8.33M Sell
131,392
-3,305
-2% -$216K 0.32% 115
2023
Q2 		$8.31M Buy
134,697
+5,179
+4% +$320K 0.31% 115
2023
Q1 		$8.23M Buy
129,518
+13,056
+11% +$867K 0.31% 116
2022
Q4 		$7.65M Buy
+116,462
New +$7.16M 0.29% 111

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

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

Moran Wealth Management reduced its Oneok (OKE) stake by 12% in Q1 2026, selling an estimated $899K and leaving 81,095 shares worth $7.33M. The position accounts for 0.22% of the portfolio, ranked #148.

Moran Wealth Management first reported a position in OKE in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.5M in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Moran Wealth Management held 81,095 shares of Oneok worth $7.33M as of Q1 2026.
  • Moran Wealth Management sold 10,918 Oneok shares in Q1 2026, an estimated $899K.
  • Oneok made up 0.22% of Moran Wealth Management's portfolio in Q1 2026, its #148 holding.
  • Moran Wealth Management first reported a position in Oneok in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Oneok position peaked at $10.5M in Q4 2024.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.