WA
OKE icon

Wealth Alliance’s Oneok OKE Stock Holding History

Wealth Alliance’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 		$369K Sell
4,082
-28
-0.7% -$2.31K 0.04% 373
2025
Q4 		$302K Buy
4,110
+1,335
+48% +$94.6K 0.03% 427
2025
Q3 		$203K Sell
2,775
-876
-24% -$67.1K 0.02% 533
2025
Q2 		$298K Buy
3,651
+121
+3% +$10.1K 0.03% 409
2025
Q1 		$350K Buy
3,530
+246
+7% +$24.4K 0.04% 356
2024
Q4 		$330K Sell
3,284
-272
-8% -$27.8K 0.04% 357
2024
Q3 		$324K Buy
+3,556
New +$309K 0.04% 380

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

Wealth Alliance's OKE Position: Q1 2026 in Review

Wealth Alliance reduced its Oneok (OKE) stake by 0.68% in Q1 2026, selling an estimated $2.31K and leaving 4,082 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #373.

Wealth Alliance first reported a position in OKE in Q3 2024 and has held it in 7 quarters since. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Wealth Alliance held 4,082 shares of Oneok worth $369K as of Q1 2026.
  • Wealth Alliance sold 28 Oneok shares in Q1 2026, an estimated $2.31K.
  • Oneok made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #373 holding.
  • Wealth Alliance first reported a position in Oneok in Q3 2024 and has held it in 7 quarters since.
  • 1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.