Private Wealth Management Group’s Oneok OKE Stock Holding History

Private Wealth Management 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	$3.83K	Buy	44 +7	+19%	+$617	﹤0.01%	947
2026 Q1	$3.35K	Hold	37	–	–	﹤0.01%	908
2025 Q4	$2.72K	Buy	+37	New	+$2.62K	﹤0.01%	980
2024 Q4	–	Sell	-23	Closed	-$2.1K	–	1552
2024 Q3	$2.1K	Hold	23	–	–	﹤0.01%	1044
2024 Q2	$1.88K	Hold	23	–	–	﹤0.01%	1070
2024 Q1	$1.84K	Hold	23	–	–	﹤0.01%	1011
2023 Q4	$1.62K	Buy	+23	New	+$1.54K	﹤0.01%	1073

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Wealth Management Group's OKE Position: Q2 2026 in Review

Private Wealth Management Group increased its Oneok (OKE) stake by 19% in Q2 2026, buying an estimated $617 and bringing the position to 44 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Private Wealth Management Group first reported a position in OKE in Q4 2023 and has held it in 7 quarters since. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Private Wealth Management Group held 44 shares of Oneok worth $3.83K as of Q2 2026.
Private Wealth Management Group bought 7 Oneok shares in Q2 2026, an estimated $617.
Oneok made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #947 holding.
Private Wealth Management Group first reported a position in Oneok in Q4 2023 and has held it in 7 quarters since.
1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.