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Wealthspan Partners’s Oneok OKE Stock Holding History

Wealthspan 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 		$548K Sell
6,303
-485
-7% -$42.7K 0.17% 80
2026
Q1 		$614K Buy
6,788
+26
+0.4% +$2.14K 0.22% 71
2025
Q4 		$497K Buy
6,762
+30
+0.4% +$2.13K 0.18% 78
2025
Q3 		$491K Sell
6,732
-6
-0.1% -$459 0.19% 79
2025
Q2 		$550K Sell
6,738
-276
-4% -$23K 0.23% 64
2025
Q1 		$696K Buy
7,014
+21
+0.3% +$2.08K 0.32% 53
2024
Q4 		$702K Buy
6,993
+11
+0.2% +$1.13K 0.34% 52
2024
Q3 		$636K Buy
6,982
+13
+0.2% +$1.13K 0.31% 56
2024
Q2 		$568K Sell
6,969
-65
-0.9% -$5.19K 0.31% 54
2024
Q1 		$564K Buy
+7,034
New +$513K 0.33% 55

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

Wealthspan Partners's OKE Position: Q2 2026 in Review

Wealthspan Partners reduced its Oneok (OKE) stake by 7.1% in Q2 2026, selling an estimated $42.7K and leaving 6,303 shares worth $548K. The position accounts for 0.17% of the portfolio, ranked #80.

Wealthspan Partners first reported a position in OKE in Q1 2024 and has held it in 10 quarters since. The position peaked at $702K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Wealthspan Partners held 6,303 shares of Oneok worth $548K as of Q2 2026.
  • Wealthspan Partners sold 485 Oneok shares in Q2 2026, an estimated $42.7K.
  • Oneok made up 0.17% of Wealthspan Partners's portfolio in Q2 2026, its #80 holding.
  • Wealthspan Partners first reported a position in Oneok in Q1 2024 and has held it in 10 quarters since.
  • Wealthspan Partners's Oneok position peaked at $702K in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.