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Alliance Wealth Advisors (Utah)’s Oneok OKE Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$1.03M Sell
11,878
-6,011
-34% -$529K 0.19% 67
2026
Q1 		$1.62M Sell
17,889
-9,168
-34% -$755K 0.35% 56
2025
Q4 		$1.99M Sell
27,057
-13,886
-34% -$984K 0.43% 64
2025
Q3 		$2.99M Sell
40,943
-973
-2% -$74.5K 0.7% 44
2025
Q2 		$3.42M Buy
41,916
+1,317
+3% +$110K 0.82% 39
2025
Q1 		$4.03M Buy
40,599
+687
+2% +$68.2K 1.05% 21
2024
Q4 		$4.01M Buy
39,912
+418
+1% +$42.8K 1.03% 22
2024
Q3 		$3.6M Buy
39,494
+1,465
+4% +$127K 0.95% 32
2024
Q2 		$3.1M Buy
38,029
+1,009
+3% +$80.6K 0.91% 34
2024
Q1 		$2.97M Buy
37,020
+2,590
+8% +$189K 0.89% 36
2023
Q4 		$2.42M Buy
34,430
+572
+2% +$38.3K 0.81% 40
2023
Q3 		$2.15M Buy
33,858
+1,399
+4% +$91.3K 0.8% 40
2023
Q2 		$2M Buy
32,459
+7,409
+30% +$458K 0.74% 44
2023
Q1 		$1.59M Buy
25,050
+83
+0.3% +$5.51K 0.64% 52
2022
Q4 		$1.64M Buy
+24,967
New +$1.53M 0.74% 49

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

Alliance Wealth Advisors (Utah)'s OKE Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Oneok (OKE) stake by 34% in Q2 2026, selling an estimated $529K and leaving 11,878 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #67.

Alliance Wealth Advisors (Utah) first reported a position in OKE in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.03M in Q1 2025. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 11,878 shares of Oneok worth $1.03M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 6,011 Oneok shares in Q2 2026, an estimated $529K.
  • Oneok made up 0.19% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #67 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Oneok in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Oneok position peaked at $4.03M in Q1 2025.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.