Safe Harbor Fiduciary’s Oneok OKE Stock Holding History

Safe Harbor Fiduciary’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	-1,531	Closed	-$113K	–	145
2025 Q4	$113K	Buy	+1,531	New	+$108K	0.1%	74
2025 Q2	$2.71M	Sell	33,172 -3,518	-10%	-$293K	2.54%	8
2025 Q1	$3.64M	Sell	36,690 -175	-0.5%	-$17.4K	3.77%	4
2024 Q4	$3.7M	Sell	36,865 -1,921	-5%	-$197K	3.77%	5
2024 Q3	$3.53M	Buy	+38,786	New	+$3.37M	3.31%	6

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

Safe Harbor Fiduciary's OKE Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Oneok (OKE) in Q1 2026, closing a stake of 1,531 shares — an estimated $113K sold.

Safe Harbor Fiduciary first reported a position in OKE in Q3 2024 and held it in 5 quarters. The position peaked at $3.7M in Q4 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Safe Harbor Fiduciary reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 1,531 Oneok shares in Q1 2026, an estimated $113K.
Safe Harbor Fiduciary first reported a position in Oneok in Q3 2024 and held it in 5 quarters.
Safe Harbor Fiduciary's Oneok position peaked at $3.7M in Q4 2024.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.