WANY
OKE icon

Wealthspire Advisors (New York)’s Oneok OKE Stock Holding History

Wealthspire Advisors (New York)’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 		$2.38M Sell
26,371
-2,704
-9% -$223K 0.02% 261
2025
Q4 		$2.14M Buy
29,075
+7,315
+34% +$518K 0.02% 284
2025
Q3 		$1.59M Sell
21,760
-464
-2% -$35.5K 0.01% 312
2025
Q2 		$1.81M Buy
22,224
+472
+2% +$39.4K 0.01% 293
2025
Q1 		$2.16M Sell
21,752
-30,327
-58% -$3.01M 0.01% 265
2024
Q4 		$5.23M Sell
52,079
-8,988
-15% -$919K 0.05% 143
2024
Q3 		$5.57M Sell
61,067
-262
-0.4% -$22.8K 0.06% 145
2024
Q2 		$5M Sell
61,329
-1,031
-2% -$82.4K 0.06% 117
2024
Q1 		$5M Buy
62,360
+509
+0.8% +$37.2K 0.07% 112
2023
Q4 		$4.34M Buy
61,851
+7,925
+15% +$531K 0.06% 120
2023
Q3 		$3.42M Buy
53,926
+34,630
+179% +$2.26M 0.06% 125
2023
Q2 		$1.19M Buy
19,296
+171
+0.9% +$10.6K 0.02% 225
2023
Q1 		$1.22M Sell
19,125
-1,318
-6% -$87.6K 0.02% 216
2022
Q4 		$1.34M Sell
20,443
-2,153
-10% -$132K 0.02% 208
2022
Q3 		$1.16M Buy
22,596
+894
+4% +$53.2K 0.02% 201
2022
Q2 		$1.2M Buy
+21,702
New +$1.41M 0.03% 192
2022
Q1 		– Sell
-5,587
Closed -$328K – 518
2021
Q4 		$328K Buy
5,587
+1,798
+47% +$112K 0.01% 403
2021
Q3 		$220K Buy
+3,789
New +$204K ﹤0.01% 532
2021
Q2 		– Sell
-7,382
Closed -$374K – 573
2021
Q1 		$374K Buy
7,382
+187
+3% +$8.5K 0.01% 482
2020
Q4 		$276K Buy
+7,195
New +$242K 0.01% 464
2020
Q2 		– Sell
-12,151
Closed -$265K – 451
2020
Q1 		$265K Buy
+12,151
New +$740K 0.01% 414
2019
Q1 		– Sell
-96
Closed -$5K – 571
2018
Q4 		$5K Buy
+96
New +$5.96K ﹤0.01% 651

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

Wealthspire Advisors (New York)'s OKE Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Oneok (OKE) stake by 9.3% in Q1 2026, selling an estimated $223K and leaving 26,371 shares worth $2.38M. The position accounts for 0.02% of the portfolio, ranked #261.

Wealthspire Advisors (New York) first reported a position in OKE in Q4 2018 and has held it in 22 quarters since. The position peaked at $5.57M in Q3 2024. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Wealthspire Advisors (New York) held 26,371 shares of Oneok worth $2.38M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,704 Oneok shares in Q1 2026, an estimated $223K.
  • Oneok made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #261 holding.
  • Wealthspire Advisors (New York) first reported a position in Oneok in Q4 2018 and has held it in 22 quarters since.
  • Wealthspire Advisors (New York)'s Oneok position peaked at $5.57M in Q3 2024.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.