RW Investment Management’s Oneok OKE Stock Holding History

RW Investment 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	$267K	Buy	+2,958	New	+$244K	0.03%	97
2025 Q3	$396K	Sell	5,427 -8,600	-61%	-$659K	0.04%	72
2025 Q2	$1.15M	Buy	14,027 +700	+5%	+$58.4K	0.13%	36
2025 Q1	$1.32M	Sell	13,327 -52	-0.4%	-$5.16K	0.16%	29
2024 Q4	$1.34M	Buy	13,379 +8,600	+180%	+$880K	0.16%	33
2024 Q3	$436K	Sell	4,779 -80	-2%	-$6.96K	0.05%	67
2024 Q2	$396K	Hold	4,859	–	–	0.05%	68
2024 Q1	$390K	Hold	4,859	–	–	0.05%	70
2023 Q4	$341K	Hold	4,859	–	–	0.05%	68
2023 Q3	$308K	Buy	4,859 +869	+22%	+$56.7K	0.06%	70
2023 Q2	$246K	Hold	3,990	–	–	0.05%	76
2023 Q1	$254K	Hold	3,990	–	–	0.07%	74
2022 Q4	$262K	Buy	+3,990	New	+$245K	0.1%	67

Other funds holding OKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

RW Investment Management's OKE Position: Q1 2026 in Review

RW Investment Management opened a new position in Oneok (OKE) in Q1 2026: 2,958 shares worth $267K. The stake represents 0.03% of the portfolio and ranks #97 among its holdings. This is a return to the name: RW Investment Management previously reported a position in OKE as recently as Q3 2025.

RW Investment Management first reported a position in OKE in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.34M in Q4 2024. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

RW Investment Management held 2,958 shares of Oneok worth $267K as of Q1 2026.
Oneok was a new RW Investment Management position in Q1 2026.
Oneok made up 0.03% of RW Investment Management's portfolio in Q1 2026, its #97 holding.
RW Investment Management first reported a position in Oneok in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Oneok position peaked at $1.34M in Q4 2024.
1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.