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Private Wealth Asset Management’s Oneok OKE Stock Holding History

Private Wealth Asset 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 		– Sell
-4
Closed -$294 – 1076
2025
Q4 		$294 Hold
4
– – ﹤0.01% 936
2025
Q3 		$292 Hold
4
– – ﹤0.01% 930
2025
Q2 		$327 Sell
4
-14
-78% -$1.17K ﹤0.01% 904
2025
Q1 		$1.79K Buy
+18
New +$1.79K ﹤0.01% 808

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

Private Wealth Asset Management's OKE Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Oneok (OKE) in Q1 2026, closing a stake of 4 shares — an estimated $294 sold.

Private Wealth Asset Management first reported a position in OKE in Q1 2025 and held it in 4 quarters. The position peaked at $1.79K in Q1 2025. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 4 Oneok shares in Q1 2026, an estimated $294.
  • Private Wealth Asset Management first reported a position in Oneok in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Oneok position peaked at $1.79K in Q1 2025.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.