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NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

OKE holding history

ONEOK Inc in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OKE overviewAll 13F holders of OKEFull Q2 2026 holdings

Shares (Q2 2026)
13,598
Value
$1.18M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of OKE by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,598$1.18M<0.1%00.0%UnchangedHolders
Q1 202613,598$1.23M<0.1%−2,961−17.9%ReducedHolders
Q4 202516,559$1.22M<0.1%+3,113+23.2%AddedHolders
Q3 202513,446$891.1K<0.1%+158+1.2%AddedHolders
Q2 202513,288$1.00M<0.1%−436−3.2%ReducedHolders
Q1 202513,724$1.36M<0.1%+733+5.6%AddedHolders
Q4 202412,991$1.30M<0.1%−285−2.1%ReducedHolders
Q3 202413,276$1.21M<0.1%+2,377+21.8%AddedHolders
Q2 202410,899$888.8K<0.1%+4,558+71.9%AddedHolders
Q1 20246,341$487.9K<0.1%+242+4.0%AddedHolders
Q4 20236,099$428.3K<0.1%−159−2.5%ReducedHolders
Q3 20236,258$396.9K<0.1%+6,258NewHolders
Q2 20230$00.0%−3,389−100.0%Sold outHolders
Q1 20233,389$215.3K<0.1%−74−2.1%ReducedHolders
Q4 20223,463$227.5K<0.1%−449−11.5%ReducedHolders
Q3 20223,912$200.0K<0.1%−4,810−55.1%ReducedHolders
Q2 20228,722$484.0K<0.1%+1,948+28.8%AddedHolders
Q1 20226,774$478.0K<0.1%+41+0.6%AddedHolders
Q4 20216,733$396.0K<0.1%+2,672+65.8%AddedHolders
Q3 20214,061$236.0K<0.1%−34−0.8%ReducedHolders
Q2 20214,095$228.0K<0.1%−228−5.3%ReducedHolders
Q1 20214,323$219.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.