RKL Wealth Management’s Oneok OKE Stock Holding History

RKL 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	$1.8M	Buy	20,702 +467	+2%	+$41.1K	0.14%	74
2026 Q1	$1.83M	Sell	20,235 -233	-1%	-$19.2K	0.16%	72
2025 Q4	$1.5M	Buy	20,468 +4,658	+29%	+$330K	0.12%	81
2025 Q3	$1.15M	Buy	15,810 +1,064	+7%	+$81.5K	0.1%	85
2025 Q2	$1.2M	Buy	14,746 +1,131	+8%	+$94.3K	0.11%	79
2025 Q1	$1.35M	Buy	13,615 +551	+4%	+$54.7K	0.13%	81
2024 Q4	$1.31M	Buy	13,064 +823	+7%	+$84.2K	0.12%	84
2024 Q3	$1.12M	Buy	12,241 +865	+8%	+$75.3K	0.1%	82
2024 Q2	$928K	Buy	+11,376	New	+$909K	0.09%	84

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

RKL Wealth Management increased its Oneok (OKE) stake by 2.3% in Q2 2026, buying an estimated $41.1K and bringing the position to 20,702 shares worth $1.8M. The position accounts for 0.14% of the portfolio, ranked #74.

RKL Wealth Management first reported a position in OKE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

RKL Wealth Management held 20,702 shares of Oneok worth $1.8M as of Q2 2026.
RKL Wealth Management bought 467 Oneok shares in Q2 2026, an estimated $41.1K.
Oneok made up 0.14% of RKL Wealth Management's portfolio in Q2 2026, its #74 holding.
RKL Wealth Management first reported a position in Oneok in Q2 2024 and has held it in 9 quarters since.
RKL Wealth Management's Oneok position peaked at $1.83M in Q1 2026.
1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.