Avantax Planning Partners’s Oneok OKE Stock Holding History

Avantax Planning Partners’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	$3.84M	Buy	44,164 +483	+1%	+$42.5K	0.1%	114
2026 Q1	$3.95M	Sell	43,681 -1,785	-4%	-$147K	0.11%	104
2025 Q4	$3.34M	Buy	45,466 +6,273	+16%	+$444K	0.09%	110
2025 Q3	$2.86M	Buy	39,193 +2,952	+8%	+$226K	0.08%	115
2025 Q2	$2.96M	Buy	36,241 +2,594	+8%	+$216K	0.09%	111
2025 Q1	$3.34M	Buy	33,647 +30,451	+953%	+$3.02M	0.12%	102
2024 Q4	$321K	Buy	3,196 +15	+0.5%	+$1.53K	0.01%	326
2024 Q3	$290K	Sell	3,181 -2,657	-46%	-$231K	0.01%	342
2024 Q2	$476K	Sell	5,838 -24	-0.4%	-$1.92K	0.02%	294
2024 Q1	$470K	Buy	5,862 +565	+11%	+$41.2K	0.02%	299
2023 Q4	$372K	Buy	5,297 +1,520	+40%	+$102K	0.01%	272
2023 Q3	$240K	Buy	+3,777	New	+$247K	0.01%	318
2020 Q1	–	Sell	-3,628	Closed	-$275K	–	303
2019 Q4	$275K	Buy	3,628 +88	+2%	+$6.29K	0.02%	243
2019 Q3	$261K	Sell	3,540 -143	-4%	-$10.1K	0.02%	255
2019 Q2	$256K	Buy	3,683 +36	+1%	+$2.43K	0.02%	254
2019 Q1	$255K	Buy	+3,647	New	+$236K	0.02%	249
2018 Q4	–	Sell	-1,081	Closed	-$73K	–	912
2018 Q3	$73K	Buy	+1,081	New	+$74K	0.01%	404
2018 Q2	–	Sell	-866	Closed	-$49K	–	1077
2018 Q1	$49K	Buy	+866	New	+$49.7K	﹤0.01%	534

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Avantax Planning Partners's OKE Position: Q2 2026 in Review

Avantax Planning Partners increased its Oneok (OKE) stake by 1.1% in Q2 2026, buying an estimated $42.5K and bringing the position to 44,164 shares worth $3.84M. The position accounts for 0.1% of the portfolio, ranked #114.

Avantax Planning Partners first reported a position in OKE in Q1 2018 and has held it in 18 quarters since. The position peaked at $3.95M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Avantax Planning Partners held 44,164 shares of Oneok worth $3.84M as of Q2 2026.
Avantax Planning Partners bought 483 Oneok shares in Q2 2026, an estimated $42.5K.
Oneok made up 0.1% of Avantax Planning Partners's portfolio in Q2 2026, its #114 holding.
Avantax Planning Partners first reported a position in Oneok in Q1 2018 and has held it in 18 quarters since.
Avantax Planning Partners's Oneok position peaked at $3.95M in Q1 2026.
1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.