OKE β€” ONEOK INC NEW

Ownership history in Abound Wealth Management  Β·  8 quarters on record

AI Ownership Summary

Abound Wealth Management reported ONEOK INC NEW (OKE) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.26% in 2024 Q2. The latest visible filing shows OKE at 0.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OKE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management's position in ONEOK INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OKE was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abound Wealth Management held OKE β€” position size vs. price
% of Fund (quarterly)    OKE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 34,215 +905 +2.7% 0.70% $3.1M 2026-04-10 $86.57
2025 Q4 UNCHANGED 33,310 β€” 0% 0.57% $2.4M 2026-01-12 $71.51
2025 Q3 UNCHANGED 33,310 β€” 0% 0.61% $2.4M 2025-10-10 $67.11
2025 Q2 UNCHANGED 33,310 β€” 0% 0.77% $2.7M 2025-07-14 $78.25
2025 Q1 ADDED 33,310 +2,553 +8.3% 1.10% $3.3M 2025-04-17 $81.68
2024 Q4 ADDED 30,757 +3 +0.0% 0.99% $3.1M 2025-01-13 $97.45
2024 Q3 ADDED 30,754 +6,100 +24.7% 0.93% $2.8M 2024-11-04 $89.63
2024 Q2 INITIATED 24,654 β€” β€” 1.26% $1.7M 2024-08-12 $79.01

FAQ About Abound Wealth Management and OKE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abound Wealth Management reported owning OKE?

Abound Wealth Management reported OKE across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported OKE position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for OKE was 1.26% in 2024 Q2.

What is the latest reported OKE position on this page?

The most recent filing on this page is 2026 Q1, when Abound Wealth Management reported 34,215 shares, equal to 0.70% of portfolio, with an estimated market value of $3.1M.

What does the chart on this OKE ownership page compare?

The chart compares Abound Wealth Management's quarterly OKE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Abound Wealth Management Holdings