SHP Wealth Management’s Oneok OKE Stock Holding History

SHP 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 Q1	$123K	Buy	1,364 +180	+15%	+$14.8K	0.01%	346
2025 Q4	$87.1K	Buy	+1,184	New	+$83.9K	0.01%	373

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

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 $59.9B AUM 27.01% 1-Year Est. Return

SHP Wealth Management's OKE Position: Q1 2026 in Review

SHP Wealth Management increased its Oneok (OKE) stake by 15% in Q1 2026, buying an estimated $14.8K and bringing the position to 1,364 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #346.

SHP Wealth Management first reported a position in OKE in Q4 2025 and has held it in 2 quarters since. 1,684 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

SHP Wealth Management held 1,364 shares of Oneok worth $123K as of Q1 2026.
SHP Wealth Management bought 180 Oneok shares in Q1 2026, an estimated $14.8K.
Oneok made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #346 holding.
SHP Wealth Management first reported a position in Oneok in Q4 2025 and has held it in 2 quarters since.
1,684 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.