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Shrier Wealth Management’s Oneok OKE Stock Holding History

Shrier 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 		$2.2M Buy
25,251
+301
+1% +$26.5K 0.74% 37
2026
Q1 		$2.26M Buy
24,950
+1,270
+5% +$105K 0.82% 35
2025
Q4 		$1.74M Buy
+23,680
New +$1.68M 0.69% 40

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Shrier Wealth Management increased its Oneok (OKE) stake by 1.2% in Q2 2026, buying an estimated $26.5K and bringing the position to 25,251 shares worth $2.2M. The position accounts for 0.74% of the portfolio, ranked #37.

Shrier Wealth Management first reported a position in OKE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.26M in Q1 2026. 1,645 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Shrier Wealth Management held 25,251 shares of Oneok worth $2.2M as of Q2 2026.
  • Shrier Wealth Management bought 301 Oneok shares in Q2 2026, an estimated $26.5K.
  • Oneok made up 0.74% of Shrier Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Shrier Wealth Management first reported a position in Oneok in Q4 2025 and has held it in 3 quarters since.
  • Shrier Wealth Management's Oneok position peaked at $2.26M in Q1 2026.
  • 1,645 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.