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Portside Wealth Group’s Oneok OKE Stock Holding History

Portside Wealth Group’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 		$664K Sell
7,641
-481
-6% -$42.4K 0.08% 252
2026
Q1 		$734K Sell
8,122
-401
-5% -$33K 0.1% 203
2025
Q4 		$626K Sell
8,523
-2,264
-21% -$160K 0.08% 214
2025
Q3 		$787K Buy
10,787
+41
+0.4% +$3.14K 0.11% 196
2025
Q2 		$877K Sell
10,746
-390
-4% -$32.5K 0.13% 167
2025
Q1 		$1.1M Buy
11,136
+555
+5% +$55.1K 0.18% 127
2024
Q4 		$1.06M Sell
10,581
-150
-1% -$15.3K 0.18% 125
2024
Q3 		$978K Sell
10,731
-108
-1% -$9.4K 0.17% 138
2024
Q2 		$884K Sell
10,839
-187
-2% -$14.9K 0.17% 137
2024
Q1 		$884K Sell
11,026
-64
-0.6% -$4.67K 0.16% 144
2023
Q4 		$779K Sell
11,090
-657
-6% -$44K 0.15% 152
2023
Q3 		$747K Buy
11,747
+93
+0.8% +$6.07K 0.14% 148
2023
Q2 		$719K Buy
+11,654
New +$721K 0.13% 157

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

Portside Wealth Group's OKE Position: Q2 2026 in Review

Portside Wealth Group reduced its Oneok (OKE) stake by 5.9% in Q2 2026, selling an estimated $42.4K and leaving 7,641 shares worth $664K. The position accounts for 0.08% of the portfolio, ranked #252.

Portside Wealth Group first reported a position in OKE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q1 2025. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Portside Wealth Group held 7,641 shares of Oneok worth $664K as of Q2 2026.
  • Portside Wealth Group sold 481 Oneok shares in Q2 2026, an estimated $42.4K.
  • Oneok made up 0.08% of Portside Wealth Group's portfolio in Q2 2026, its #252 holding.
  • Portside Wealth Group first reported a position in Oneok in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Oneok position peaked at $1.1M in Q1 2025.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.