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Wealth Management Associates’s Oneok OKE Stock Holding History

Wealth Management Associates’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 		$614K Buy
6,790
+125
+2% +$10.3K 0.21% 95
2025
Q4 		$490K Buy
6,665
+1,555
+30% +$110K 0.17% 112
2025
Q3 		$373K Buy
5,110
+25
+0.5% +$1.92K 0.13% 146
2025
Q2 		$415K Buy
5,085
+25
+0.5% +$2.08K 0.16% 121
2025
Q1 		$502K Buy
5,060
+275
+6% +$27.3K 0.22% 90
2024
Q4 		$480K Hold
4,785
– – 0.21% 97
2024
Q3 		$436K Sell
4,785
-150
-3% -$13.1K 0.19% 112
2024
Q2 		$402K Hold
4,935
– – 0.19% 107
2024
Q1 		$402K Sell
4,935
-595
-11% -$43.4K 0.19% 107
2023
Q4 		$388K Buy
5,530
+100
+2% +$6.7K 0.21% 106
2023
Q3 		$344K Buy
5,430
+935
+21% +$61K 0.2% 109
2023
Q2 		$277K Hold
4,495
– – 0.16% 141
2023
Q1 		$286K Hold
4,495
– – 0.18% 136
2022
Q4 		$295K Sell
4,495
-2,910
-39% -$179K 0.2% 119
2022
Q3 		$379K Hold
7,405
– – 0.27% 102
2022
Q2 		$411K Hold
7,405
– – 0.28% 92
2022
Q1 		$523K Hold
7,405
– – 0.3% 84
2021
Q4 		$435K Sell
7,405
-2,115
-22% -$131K 0.23% 112
2021
Q3 		$552K Sell
9,520
-800
-8% -$43K 0.32% 77
2021
Q2 		$574K Hold
10,320
– – 0.33% 73
2021
Q1 		$523K Sell
10,320
-2,540
-20% -$115K 0.33% 72
2020
Q4 		$494K Buy
12,860
+2,235
+21% +$75.1K 0.32% 77
2020
Q3 		$276K Buy
+10,625
New +$296K 0.21% 118
2020
Q1 		– Sell
-6,080
Closed -$460K – 142
2019
Q4 		$460K Buy
6,080
+2
+0% +$143 0.33% 77
2019
Q3 		$448K Buy
+6,078
New +$430K 0.36% 72

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 Management Associates's OKE Position: Q1 2026 in Review

Wealth Management Associates increased its Oneok (OKE) stake by 1.9% in Q1 2026, buying an estimated $10.3K and bringing the position to 6,790 shares worth $614K. The position accounts for 0.21% of the portfolio, ranked #95.

Wealth Management Associates first reported a position in OKE in Q3 2019 and has held it in 25 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Wealth Management Associates held 6,790 shares of Oneok worth $614K as of Q1 2026.
  • Wealth Management Associates bought 125 Oneok shares in Q1 2026, an estimated $10.3K.
  • Oneok made up 0.21% of Wealth Management Associates's portfolio in Q1 2026, its #95 holding.
  • Wealth Management Associates first reported a position in Oneok in Q3 2019 and has held it in 25 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.