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Tower Wealth Partners’s Oneok OKE Stock Holding History

Tower Wealth 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 		$517K Buy
5,716
+176
+3% +$14.5K 0.29% 42
2025
Q4 		$407K Buy
5,540
+50
+0.9% +$3.54K 0.22% 52
2025
Q3 		$401K Buy
5,490
+97
+2% +$7.43K 0.22% 53
2025
Q2 		$440K Sell
5,393
-35
-0.6% -$2.92K 0.26% 44
2025
Q1 		$539K Buy
5,428
+187
+4% +$18.6K 0.29% 34
2024
Q4 		$526K Buy
5,241
+30
+0.6% +$3.07K 0.28% 32
2024
Q3 		$475K Buy
5,211
+38
+0.7% +$3.31K 0.28% 33
2024
Q2 		$422K Buy
5,173
+44
+0.9% +$3.52K 0.26% 37
2024
Q1 		$411K Sell
5,129
-39
-0.8% -$2.85K 0.27% 36
2023
Q4 		$363K Buy
5,168
+44
+0.9% +$2.95K 0.26% 38
2023
Q3 		$325K Buy
5,124
+45
+0.9% +$2.94K 0.27% 39
2023
Q2 		$313K Buy
5,079
+471
+10% +$29.1K 0.25% 43
2023
Q1 		$293K Buy
4,608
+147
+3% +$9.77K 0.24% 44
2022
Q4 		$293K Buy
4,461
+276
+7% +$17K 0.26% 42
2022
Q3 		$248K Buy
4,185
+105
+3% +$6.24K 0.24% 43
2022
Q2 		$226K Buy
4,080
+45
+1% +$2.92K 0.3% 40
2022
Q1 		$285K Buy
4,035
+41
+1% +$2.62K 0.31% 38
2021
Q4 		$235K Sell
3,994
-65
-2% -$4.03K 0.24% 45
2021
Q3 		$235K Buy
4,059
+48
+1% +$2.58K 0.25% 43
2021
Q2 		$223K Buy
+4,011
New +$214K 0.25% 46

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

Tower Wealth Partners's OKE Position: Q1 2026 in Review

Tower Wealth Partners increased its Oneok (OKE) stake by 3.2% in Q1 2026, buying an estimated $14.5K and bringing the position to 5,716 shares worth $517K. The position accounts for 0.29% of the portfolio, ranked #42.

Tower Wealth Partners first reported a position in OKE in Q2 2021 and has held it in 20 quarters since. The position peaked at $539K in Q1 2025. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Tower Wealth Partners held 5,716 shares of Oneok worth $517K as of Q1 2026.
  • Tower Wealth Partners bought 176 Oneok shares in Q1 2026, an estimated $14.5K.
  • Oneok made up 0.29% of Tower Wealth Partners's portfolio in Q1 2026, its #42 holding.
  • Tower Wealth Partners first reported a position in Oneok in Q2 2021 and has held it in 20 quarters since.
  • Tower Wealth Partners's Oneok position peaked at $539K in Q1 2025.
  • 1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

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