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Westbourne Investments’s Oneok OKE Stock Holding History

Westbourne Investments’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 		– Sell
-24,021
Closed -$2.17M – 162
2026
Q1 		$2.17M Buy
24,021
+346
+1% +$28.5K 1.03% 31
2025
Q4 		$1.74M Buy
+23,675
New +$1.68M 0.81% 38
2025
Q2 		– Sell
-2,387
Closed -$237K – 158
2025
Q1 		$237K Hold
2,387
– – 0.14% 118
2024
Q4 		$240K Buy
+2,387
New +$244K 0.14% 109

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

Westbourne Investments's OKE Position: Q2 2026 in Review

Westbourne Investments sold out of Oneok (OKE) in Q2 2026, closing a stake of 24,021 shares — an estimated $2.17M sold.

Westbourne Investments first reported a position in OKE in Q4 2024 and held it in 4 quarters. The position peaked at $2.17M in Q1 2026. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Westbourne Investments reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Westbourne Investments sold 24,021 Oneok shares in Q2 2026, an estimated $2.17M.
  • Westbourne Investments first reported a position in Oneok in Q4 2024 and held it in 4 quarters.
  • Westbourne Investments's Oneok position peaked at $2.17M in Q1 2026.
  • 1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.