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Balboa Wealth Partners’s Oneok OKE Stock Holding History

Balboa Wealth 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 		$847K Buy
9,744
+27
+0.3% +$2.38K 0.12% 148
2026
Q1 		$878K Buy
9,717
+3,009
+45% +$248K 0.15% 119
2025
Q4 		$493K Sell
6,708
-10
-0.1% -$708 0.08% 198
2025
Q3 		$490K Sell
6,718
-54
-0.8% -$4.13K 0.08% 183
2025
Q2 		$553K Sell
6,772
-613
-8% -$51.1K 0.11% 145
2025
Q1 		$733K Sell
7,385
-268
-4% -$26.6K 0.18% 99
2024
Q4 		$768K Buy
7,653
+8
+0.1% +$818 0.18% 100
2024
Q3 		$697K Buy
7,645
+53
+0.7% +$4.61K 0.17% 109
2024
Q2 		$619K Sell
7,592
-442
-6% -$35.3K 0.16% 111
2024
Q1 		$644K Sell
8,034
-601
-7% -$43.9K 0.19% 101
2023
Q4 		$606K Buy
8,635
+656
+8% +$44K 0.2% 97
2023
Q3 		$506K Sell
7,979
-700
-8% -$45.7K 0.19% 100
2023
Q2 		$536K Sell
8,679
-500
-5% -$30.9K 0.19% 105
2023
Q1 		$583K Hold
9,179
– – 0.22% 91
2022
Q4 		$603K Sell
9,179
-1,316
-13% -$80.9K 0.27% 89
2022
Q3 		$538K Buy
+10,495
New +$624K 0.24% 84

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

Balboa Wealth Partners's OKE Position: Q2 2026 in Review

Balboa Wealth Partners increased its Oneok (OKE) stake by 0.28% in Q2 2026, buying an estimated $2.38K and bringing the position to 9,744 shares worth $847K. The position accounts for 0.12% of the portfolio, ranked #148.

Balboa Wealth Partners first reported a position in OKE in Q3 2022 and has held it in 16 quarters since. The position peaked at $878K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Balboa Wealth Partners held 9,744 shares of Oneok worth $847K as of Q2 2026.
  • Balboa Wealth Partners bought 27 Oneok shares in Q2 2026, an estimated $2.38K.
  • Oneok made up 0.12% of Balboa Wealth Partners's portfolio in Q2 2026, its #148 holding.
  • Balboa Wealth Partners first reported a position in Oneok in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Oneok position peaked at $878K in Q1 2026.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.