BankPlus Wealth Management’s Oneok OKE Stock Holding History

BankPlus 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	$406K	Buy	4,673 +37	+0.8%	+$3.26K	0.18%	81
2026 Q1	$419K	Sell	4,636 -757	-14%	-$62.3K	0.22%	79
2025 Q4	$396K	Sell	5,393 -49	-0.9%	-$3.47K	0.22%	84
2025 Q3	$397K	Buy	5,442 +394	+8%	+$30.2K	0.23%	80
2025 Q2	$412K	Buy	5,048 +164	+3%	+$13.7K	0.27%	78
2025 Q1	$485K	Buy	4,884 +134	+3%	+$13.3K	0.36%	54
2024 Q4	$477K	Buy	+4,750	New	+$486K	0.36%	56

Other funds holding OKE

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

BankPlus Wealth Management's OKE Position: Q2 2026 in Review

BankPlus Wealth Management increased its Oneok (OKE) stake by 0.8% in Q2 2026, buying an estimated $3.26K and bringing the position to 4,673 shares worth $406K. The position accounts for 0.18% of the portfolio, ranked #81.

BankPlus Wealth Management first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. The position peaked at $485K in Q1 2025. 739 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

BankPlus Wealth Management held 4,673 shares of Oneok worth $406K as of Q2 2026.
BankPlus Wealth Management bought 37 Oneok shares in Q2 2026, an estimated $3.26K.
Oneok made up 0.18% of BankPlus Wealth Management's portfolio in Q2 2026, its #81 holding.
BankPlus Wealth Management first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Oneok position peaked at $485K in Q1 2025.
739 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.