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Spire Wealth Management’s Oneok OKE Stock Holding History

Spire 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 		$1.32M Buy
15,207
+1,531
+11% +$135K 0.04% 342
2026
Q1 		$1.24M Buy
13,676
+1,537
+13% +$127K 0.04% 354
2025
Q4 		$892K Buy
12,139
+312
+3% +$22.1K 0.03% 415
2025
Q3 		$863K Sell
11,827
-572
-5% -$43.8K 0.03% 403
2025
Q2 		$1.01M Sell
12,399
-3,604
-23% -$300K 0.04% 362
2025
Q1 		$1.59M Buy
16,003
+913
+6% +$90.6K 0.05% 303
2024
Q4 		$1.51M Buy
15,090
+41
+0.3% +$4.19K 0.05% 298
2024
Q3 		$1.37M Buy
15,049
+35
+0.2% +$3.04K 0.05% 309
2024
Q2 		$1.22M Buy
15,014
+5,563
+59% +$444K 0.04% 303
2024
Q1 		$758K Buy
9,451
+384
+4% +$28K 0.01% 431
2023
Q4 		$635K Sell
9,067
-3,083
-25% -$207K 0.02% 459
2023
Q3 		$771K Sell
12,150
-42,411
-78% -$2.77M 0.03% 390
2023
Q2 		$3.37M Buy
54,561
+13,705
+34% +$848K 0.12% 165
2023
Q1 		$2.6M Buy
40,856
+40,200
+6,128% +$2.67M 0.1% 197
2022
Q4 		$43K Buy
656
+45
+7% +$2.77K ﹤0.01% 1039
2022
Q3 		$31K Sell
611
-92
-13% -$5.47K ﹤0.01% 1139
2022
Q2 		$39K Sell
703
-213
-23% -$13.8K ﹤0.01% 1398
2022
Q1 		$65K Sell
916
-5,074
-85% -$325K ﹤0.01% 1344
2021
Q4 		$352K Buy
5,990
+5,543
+1,240% +$344K 0.01% 834
2021
Q3 		$26K Hold
447
– – ﹤0.01% 1746
2021
Q2 		$25K Sell
447
-6,097
-93% -$325K ﹤0.01% 1783
2021
Q1 		$330K Buy
+6,544
New +$297K 0.01% 814

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 $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Spire Wealth Management increased its Oneok (OKE) stake by 11% in Q2 2026, buying an estimated $135K and bringing the position to 15,207 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #342.

Spire Wealth Management first reported a position in OKE in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.37M in Q2 2023. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Spire Wealth Management held 15,207 shares of Oneok worth $1.32M as of Q2 2026.
  • Spire Wealth Management bought 1,531 Oneok shares in Q2 2026, an estimated $135K.
  • Oneok made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Spire Wealth Management first reported a position in Oneok in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Oneok position peaked at $3.37M in Q2 2023.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.