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PDS Planning’s Oneok OKE Stock Holding History

PDS Planning’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 		$271K Buy
3,003
+26
+0.9% +$2.14K 0.02% 423
2025
Q4 		$219K Buy
+2,977
New +$211K 0.01% 486
2025
Q3 		– Sell
-2,761
Closed -$225K – 557
2025
Q2 		$225K Buy
2,761
+121
+5% +$10.1K 0.02% 444
2025
Q1 		$262K Buy
2,640
+309
+13% +$30.7K 0.02% 362
2024
Q4 		$234K Buy
2,331
+65
+3% +$6.65K 0.02% 362
2024
Q3 		$207K Buy
+2,266
New +$197K 0.02% 403

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

PDS Planning's OKE Position: Q1 2026 in Review

PDS Planning increased its Oneok (OKE) stake by 0.87% in Q1 2026, buying an estimated $2.14K and bringing the position to 3,003 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #423.

PDS Planning first reported a position in OKE in Q3 2024 and has held it in 6 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • PDS Planning held 3,003 shares of Oneok worth $271K as of Q1 2026.
  • PDS Planning bought 26 Oneok shares in Q1 2026, an estimated $2.14K.
  • Oneok made up 0.02% of PDS Planning's portfolio in Q1 2026, its #423 holding.
  • PDS Planning first reported a position in Oneok in Q3 2024 and has held it in 6 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.