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Baker Tilly Wealth Management’s Oneok OKE Stock Holding History

Baker Tilly Wealth Management’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
-2,671
Closed -$241K – 302
2026
Q1 		$241K Buy
+2,671
New +$220K 0.06% 239
2025
Q3 		– Sell
-2,567
Closed -$210K – 278
2025
Q2 		$210K Buy
2,567
+81
+3% +$6.75K 0.07% 224
2025
Q1 		$247K Sell
2,486
-345
-12% -$34.2K 0.1% 206
2024
Q4 		$284K Sell
2,831
-6
-0.2% -$614 0.11% 194
2024
Q3 		$259K Sell
2,837
-465
-14% -$40.5K 0.11% 202
2024
Q2 		$269K Sell
3,302
-3,181
-49% -$254K 0.11% 214
2024
Q1 		$520K Sell
6,483
-2,322
-26% -$169K 0.09% 243
2023
Q4 		$618K Sell
8,805
-1,357
-13% -$90.9K 0.1% 221
2023
Q3 		$645K Buy
10,162
+1,571
+18% +$103K 0.11% 198
2023
Q2 		$530K Buy
8,591
+1,132
+15% +$70K 0.06% 323
2023
Q1 		$474K Buy
7,459
+157
+2% +$10.4K 0.05% 348
2022
Q4 		$480K Sell
7,302
-1,089
-13% -$66.9K 0.06% 334
2022
Q3 		$430K Buy
8,391
+17
+0.2% +$1.01K 0.06% 324
2022
Q2 		$465K Sell
8,374
-233
-3% -$15.1K 0.06% 329
2022
Q1 		$608K Sell
8,607
-964
-10% -$61.7K 0.07% 293
2021
Q4 		$562K Buy
9,571
+1,519
+19% +$94.2K 0.06% 326
2021
Q3 		$467K Buy
8,052
+531
+7% +$28.5K 0.06% 328
2021
Q2 		$418K Buy
7,521
+324
+5% +$17.3K 0.07% 319
2021
Q1 		$365K Buy
7,197
+982
+16% +$44.6K 0.07% 307
2020
Q4 		$239K Buy
+6,215
New +$209K 0.07% 288

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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 $59.9B AUM 27.01% 1-Year Est. Return

Baker Tilly Wealth Management's OKE Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of Oneok (OKE) in Q2 2026, closing a stake of 2,671 shares — an estimated $241K sold.

Baker Tilly Wealth Management first reported a position in OKE in Q4 2020 and held it in 20 quarters. The position peaked at $645K in Q3 2023. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Baker Tilly Wealth Management reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,671 Oneok shares in Q2 2026, an estimated $241K.
  • Baker Tilly Wealth Management first reported a position in Oneok in Q4 2020 and held it in 20 quarters.
  • Baker Tilly Wealth Management's Oneok position peaked at $645K in Q3 2023.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.