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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
Q2 		$509K Buy
5,849
+133
+2% +$11.7K 0.25% 49
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 $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

Tower Wealth Partners's OKE Position: Q2 2026 in Review

Tower Wealth Partners increased its Oneok (OKE) stake by 2.3% in Q2 2026, buying an estimated $11.7K and bringing the position to 5,849 shares worth $509K. The position accounts for 0.25% of the portfolio, ranked #49.

Tower Wealth Partners first reported a position in OKE in Q2 2021 and has held it in 21 quarters since. The position peaked at $539K in Q1 2025. 1,658 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Tower Wealth Partners held 5,849 shares of Oneok worth $509K as of Q2 2026.
  • Tower Wealth Partners bought 133 Oneok shares in Q2 2026, an estimated $11.7K.
  • Oneok made up 0.25% of Tower Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Tower Wealth Partners first reported a position in Oneok in Q2 2021 and has held it in 21 quarters since.
  • Tower Wealth Partners's Oneok position peaked at $539K in Q1 2025.
  • 1,658 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.