Westbourne Investment Advisors’s Oneok OKE Stock Holding History

Westbourne Investment Advisors’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	$271K	Hold	3,000	–	–	0.08%	98
2025 Q4	$221K	Hold	3,000	–	–	0.06%	110
2025 Q3	$219K	Hold	3,000	–	–	0.06%	107
2025 Q2	$245K	Hold	3,000	–	–	0.07%	97
2025 Q1	$298K	Hold	3,000	–	–	0.11%	72
2024 Q4	$301K	Hold	3,000	–	–	0.1%	73
2024 Q3	$273K	Hold	3,000	–	–	0.1%	80
2024 Q2	$245K	Hold	3,000	–	–	0.09%	80
2024 Q1	$241K	Hold	3,000	–	–	0.09%	83
2023 Q4	$211K	Buy	+3,000	New	+$201K	0.08%	85
2022 Q2	–	Sell	-3,000	Closed	-$212K	–	96
2022 Q1	$212K	Sell	3,000 -4,000	-57%	-$256K	0.09%	91
2021 Q4	$411K	Hold	7,000	–	–	0.16%	73
2021 Q3	$406K	Hold	7,000	–	–	0.18%	63
2021 Q2	$389K	Sell	7,000 -1,000	-13%	-$53.3K	0.18%	63
2021 Q1	$405K	Hold	8,000	–	–	0.2%	60
2020 Q4	$307K	Hold	8,000	–	–	0.18%	65
2020 Q3	$208K	Hold	8,000	–	–	0.24%	47
2020 Q2	$266K	Buy	+8,000	New	+$261K	0.33%	41
2020 Q1	–	Sell	-8,000	Closed	-$605K	–	90
2019 Q4	$605K	Hold	8,000	–	–	0.41%	56
2019 Q3	$590K	Hold	8,000	–	–	0.44%	55
2019 Q2	$550K	Hold	8,000	–	–	0.45%	57
2019 Q1	$559K	Hold	8,000	–	–	0.43%	58
2018 Q4	$432K	Hold	8,000	–	–	0.37%	63
2018 Q3	$542K	Buy	+8,000	New	+$548K	0.39%	60

Other funds holding OKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Westbourne Investment Advisors's OKE Position: Q1 2026 in Review

Westbourne Investment Advisors held its Oneok (OKE) position steady in Q1 2026 at 3,000 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #98.

Westbourne Investment Advisors first reported a position in OKE in Q3 2018 and has held it in 24 quarters since. The position peaked at $605K in Q4 2019. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Westbourne Investment Advisors held 3,000 shares of Oneok worth $271K as of Q1 2026.
Westbourne Investment Advisors left its Oneok share count unchanged in Q1 2026.
Oneok made up 0.08% of Westbourne Investment Advisors's portfolio in Q1 2026, its #98 holding.
Westbourne Investment Advisors first reported a position in Oneok in Q3 2018 and has held it in 24 quarters since.
Westbourne Investment Advisors's Oneok position peaked at $605K in Q4 2019.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.