Shepherd Financial Partners’s Oneok OKE Stock Holding History

Shepherd Financial Partners’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	-4,308	Closed	-$317K	–	249
2025 Q4	$317K	Buy	4,308 +6	+0.1%	+$425	0.03%	200
2025 Q3	$314K	Buy	4,302 +28	+0.7%	+$2.14K	0.03%	200
2025 Q2	$349K	Buy	4,274 +2,090	+96%	+$174K	0.04%	185
2025 Q1	$217K	Buy	2,184 +6	+0.3%	+$596	0.03%	223
2024 Q4	$219K	Buy	+2,178	New	+$223K	0.03%	208
2020 Q1	–	Sell	-10,446	Closed	-$790K	–	130
2019 Q4	$790K	Buy	10,446 +5	+0%	+$357	0.18%	78
2019 Q3	$769K	Buy	+10,441	New	+$739K	0.19%	73

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

Shepherd Financial Partners's OKE Position: Q1 2026 in Review

Shepherd Financial Partners sold out of Oneok (OKE) in Q1 2026, closing a stake of 4,308 shares — an estimated $317K sold.

Shepherd Financial Partners first reported a position in OKE in Q3 2019 and held it in 7 quarters. The position peaked at $790K in Q4 2019. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Shepherd Financial Partners reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
Shepherd Financial Partners sold 4,308 Oneok shares in Q1 2026, an estimated $317K.
Shepherd Financial Partners first reported a position in Oneok in Q3 2019 and held it in 7 quarters.
Shepherd Financial Partners's Oneok position peaked at $790K in Q4 2019.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.