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Annis Gardner Whiting Capital Advisors’s Oneok OKE Stock Holding History

Annis Gardner Whiting Capital 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
Q2 		– Sell
-2,154
Closed -$195K – 968
2026
Q1 		$195K Buy
2,154
+1,062
+97% +$87.4K 0.03% 313
2025
Q4 		$80.3K Buy
1,092
+142
+15% +$10.1K 0.02% 444
2025
Q3 		$69.3K Sell
950
-171
-15% -$13.1K 0.01% 443
2025
Q2 		$91.5K Buy
1,121
+68
+6% +$5.67K 0.03% 311
2025
Q1 		$104K Sell
1,053
-1,595
-60% -$158K 0.04% 268
2024
Q4 		$266K Sell
2,648
-86
-3% -$8.8K 0.07% 188
2024
Q3 		$249K Hold
2,734
– – 0.07% 193
2024
Q2 		$223K Buy
2,734
+114
+4% +$9.11K 0.06% 205
2024
Q1 		$210K Hold
2,620
– – 0.08% 180
2023
Q4 		$184K Hold
2,620
– – 0.08% 158
2023
Q3 		$166K Buy
+2,620
New +$171K 0.09% 158

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

Annis Gardner Whiting Capital Advisors's OKE Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Oneok (OKE) in Q2 2026, closing a stake of 2,154 shares — an estimated $195K sold.

Annis Gardner Whiting Capital Advisors first reported a position in OKE in Q3 2023 and held it in 11 quarters. The position peaked at $266K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 2,154 Oneok shares in Q2 2026, an estimated $195K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Oneok in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Oneok position peaked at $266K in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.