BRWA
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B. Riley Wealth Advisors’s Oneok OKE Stock Holding History

B. Riley Wealth 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 		$487K Buy
5,489
+28
+0.5% +$2.47K 0.03% 482
2026
Q1 		$508K Sell
5,461
-1,107
-17% -$91.1K 0.03% 435
2025
Q4 		$483K Buy
6,568
+274
+4% +$19.4K 0.02% 536
2025
Q3 		$459K Sell
6,294
-4,810
-43% -$368K 0.02% 558
2025
Q2 		$906K Buy
+11,104
New +$926K 0.04% 373
2024
Q4 		$4.91M Sell
48,914
-4,665
-9% -$477K 0.16% 141
2024
Q3 		$4.93M Sell
53,579
-13,366
-20% -$1.16M 0.14% 162
2024
Q2 		$5.46M Sell
66,945
-9,992
-13% -$798K 0.14% 153
2024
Q1 		$4.88M Buy
76,937
+1,017
+1% +$74.2K 0.13% 161
2023
Q4 		$5.33M Sell
75,920
-1,017
-1% -$68.2K 0.14% 164
2023
Q3 		$4.88M Buy
76,937
+47,805
+164% +$3.12M 0.13% 161
2023
Q2 		$1.8M Sell
29,132
-5,448
-16% -$337K 0.04% 394
2023
Q1 		$2.2M Sell
34,580
-1,116
-3% -$74.1K 0.06% 322
2022
Q4 		$2.35M Buy
35,696
+6,431
+22% +$395K 0.07% 301
2022
Q3 		$1.5M Buy
29,265
+14,111
+93% +$839K 0.05% 378
2022
Q2 		$842K Buy
15,154
+3,492
+30% +$226K 0.04% 472
2022
Q1 		$824K Buy
11,662
+709
+6% +$45.4K 0.03% 542
2021
Q4 		$644K Sell
10,953
-946
-8% -$58.7K 0.02% 698
2021
Q3 		$689K Buy
11,899
+1,848
+18% +$99.3K 0.02% 652
2021
Q2 		$555K Buy
10,051
+3,226
+47% +$172K 0.02% 719
2021
Q1 		$336K Buy
+6,825
New +$310K 0.01% 938
2020
Q2 		– Sell
-12,070
Closed -$264K – 892
2020
Q1 		$264K Buy
12,070
+5,547
+85% +$338K 0.02% 584
2019
Q4 		$494K Sell
6,523
-1,745
-21% -$125K 0.04% 441
2019
Q3 		$610K Buy
8,268
+264
+3% +$18.7K 0.06% 335
2019
Q2 		$553K Buy
8,004
+713
+10% +$48.1K 0.06% 343
2019
Q1 		$506K Buy
7,291
+623
+9% +$40.3K 0.06% 342
2018
Q4 		$362K Sell
6,668
-342
-5% -$21.2K 0.05% 385
2018
Q3 		$478K Sell
7,010
-167
-2% -$11.4K 0.06% 363
2018
Q2 		$503K Sell
7,177
-148
-2% -$9.53K 0.07% 321
2018
Q1 		$419K Buy
7,325
+1,830
+33% +$105K 0.06% 352
2017
Q4 		$296K Buy
5,495
+591
+12% +$31.5K 0.04% 456
2017
Q3 		$274K Buy
+4,904
New +$265K 0.05% 405
2015
Q1 		– Sell
-100
Closed -$5 – 1523
2014
Q4 		$5 Buy
+100
New +$5.52K ﹤0.01% 3160
2014
Q3 		– Sell
-100
Closed -$6.81K – 1484
2014
Q2 		$6.81K Buy
+100
New +$6.33K ﹤0.01% 1943

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors's OKE Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Oneok (OKE) stake by 0.51% in Q2 2026, buying an estimated $2.47K and bringing the position to 5,489 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #482.

B. Riley Wealth Advisors first reported a position in OKE in Q2 2014 and has held it in 34 quarters since. The position peaked at $5.46M in Q2 2024. 565 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • B. Riley Wealth Advisors held 5,489 shares of Oneok worth $487K as of Q2 2026.
  • B. Riley Wealth Advisors bought 28 Oneok shares in Q2 2026, an estimated $2.47K.
  • Oneok made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #482 holding.
  • B. Riley Wealth Advisors first reported a position in Oneok in Q2 2014 and has held it in 34 quarters since.
  • B. Riley Wealth Advisors's Oneok position peaked at $5.46M in Q2 2024.
  • 565 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.