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Wedmont Private Capital’s Oneok OKE Stock Holding History

Wedmont Private Capital’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
Q3 		$1.13M Buy
12,497
+308
+3% +$28.3K 0.03% 356
2026
Q2 		$1.1M Sell
12,189
-1,770
-13% -$156K 0.03% 324
2026
Q1 		$1.21M Buy
13,959
+458
+3% +$37.7K 0.04% 268
2025
Q4 		$955K Buy
13,501
+771
+6% +$54.6K 0.03% 303
2025
Q3 		$922K Sell
12,730
-1,412
-10% -$108K 0.03% 293
2025
Q2 		$1.15M Sell
14,142
-403
-3% -$33.6K 0.05% 232
2025
Q1 		$1.2M Buy
14,545
+604
+4% +$60K 0.06% 197
2024
Q4 		$1.42M Sell
13,941
-748
-5% -$76.5K 0.07% 161
2024
Q3 		$1.39M Sell
14,689
-933
-6% -$81.2K 0.08% 157
2024
Q2 		$1.32M Buy
15,622
+622
+4% +$49.7K 0.08% 151
2024
Q1 		$1.2M Sell
15,000
-60
-0.4% -$4.38K 0.09% 152
2023
Q4 		$1.07M Buy
15,060
+569
+4% +$38.1K 0.09% 149
2023
Q3 		$956K Buy
14,491
+6,207
+75% +$405K 0.1% 134
2023
Q2 		$528K Sell
8,284
-1,035
-11% -$64K 0.06% 231
2023
Q1 		$616K Buy
9,319
+1,753
+23% +$116K 0.08% 187
2022
Q4 		$504K Buy
7,566
+2,368
+46% +$146K 0.08% 202
2022
Q3 		$266K Buy
5,198
+226
+5% +$13.4K 0.05% 281
2022
Q2 		$276K Buy
4,972
+546
+12% +$35.4K 0.06% 255
2022
Q1 		$315K Sell
4,426
-1,455
-25% -$93.1K 0.07% 227
2021
Q4 		$363K Buy
+5,881
New +$365K 0.11% 147

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wedmont Private Capital's OKE Position: Q3 2026 in Review

Wedmont Private Capital increased its Oneok (OKE) stake by 2.5% in Q3 2026, buying an estimated $28.3K and bringing the position to 12,497 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #356.

Wedmont Private Capital first reported a position in OKE in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.42M in Q4 2024. 51 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Wedmont Private Capital held 12,497 shares of Oneok worth $1.13M as of Q3 2026.
  • Wedmont Private Capital bought 308 Oneok shares in Q3 2026, an estimated $28.3K.
  • Oneok made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #356 holding.
  • Wedmont Private Capital first reported a position in Oneok in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Oneok position peaked at $1.42M in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.