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Total Wealth Planning & Management’s Oneok OKE Stock Holding History

Total Wealth Planning & 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 		$416K Buy
+4,600
New +$379K 0.31% 114

Other funds holding OKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Total Wealth Planning & Management's OKE Position: Q1 2026 in Review

Total Wealth Planning & Management opened a new position in Oneok (OKE) in Q1 2026: 6,668 shares worth $603K. The stake represents 0.45% of the portfolio and ranks #75 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in OKE as recently as Q1 2025.

Total Wealth Planning & Management first reported a position in OKE in Q4 2024 and has held it in 3 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Total Wealth Planning & Management held 6,668 shares of Oneok worth $603K as of Q1 2026.
  • Oneok was a new Total Wealth Planning & Management position in Q1 2026.
  • Oneok made up 0.45% of Total Wealth Planning & Management's portfolio in Q1 2026, its #75 holding.
  • Total Wealth Planning & Management first reported a position in Oneok in Q4 2024 and has held it in 3 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.