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Perigon Wealth Management’s Oneok OKE Stock Holding History

Perigon 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 		$1.27M Buy
14,570
+1,882
+15% +$166K 0.02% 515
2026
Q1 		$1.15M Sell
12,688
-420
-3% -$34.6K 0.02% 492
2025
Q4 		$963K Buy
13,108
+1,261
+11% +$89.3K 0.02% 565
2025
Q3 		$865K Sell
11,847
-50
-0.4% -$3.83K 0.02% 562
2025
Q2 		$971K Buy
11,897
+371
+3% +$30.9K 0.02% 475
2025
Q1 		$1.14M Buy
11,526
+11
+0.1% +$1.09K 0.03% 422
2024
Q4 		$1.25M Buy
11,515
+395
+4% +$40.4K 0.03% 394
2024
Q3 		$1.01M Buy
11,120
+84
+0.8% +$7.31K 0.03% 430
2024
Q2 		$900K Buy
11,036
+97
+0.9% +$7.75K 0.03% 395
2024
Q1 		$877K Buy
10,939
+201
+2% +$14.7K 0.03% 401
2023
Q4 		$754K Sell
10,738
-5,560
-34% -$373K 0.02% 406
2023
Q3 		$1.03M Buy
16,298
+12,191
+297% +$796K 0.04% 301
2023
Q2 		$253K Buy
+4,107
New +$254K 0.01% 668

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

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

Perigon Wealth Management increased its Oneok (OKE) stake by 15% in Q2 2026, buying an estimated $166K and bringing the position to 14,570 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #515.

Perigon Wealth Management first reported a position in OKE in Q2 2023 and has held it in 13 quarters since. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Perigon Wealth Management held 14,570 shares of Oneok worth $1.27M as of Q2 2026.
  • Perigon Wealth Management bought 1,882 Oneok shares in Q2 2026, an estimated $166K.
  • Oneok made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #515 holding.
  • Perigon Wealth Management first reported a position in Oneok in Q2 2023 and has held it in 13 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.