BFA
OKE icon

Beaumont Financial Advisors’s Oneok OKE Stock Holding History

Beaumont Financial 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 		– Sell
-2,314
Closed -$209K – 396
2026
Q1 		$209K Buy
+2,314
New +$191K 0.01% 348
2025
Q3 		– Sell
-2,607
Closed -$213K – 401
2025
Q2 		$213K Buy
2,607
+51
+2% +$4.25K 0.02% 359
2025
Q1 		$254K Buy
2,556
+16
+0.6% +$1.59K 0.02% 317
2024
Q4 		$255K Buy
2,540
+25
+1% +$2.56K 0.02% 318
2024
Q3 		$229K Buy
2,515
+23
+0.9% +$2K 0.02% 316
2024
Q2 		$203K Buy
+2,492
New +$199K 0.02% 352

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

Beaumont Financial Advisors's OKE Position: Q2 2026 in Review

Beaumont Financial Advisors sold out of Oneok (OKE) in Q2 2026, closing a stake of 2,314 shares — an estimated $209K sold.

Beaumont Financial Advisors first reported a position in OKE in Q2 2024 and held it in 6 quarters. The position peaked at $255K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Beaumont Financial Advisors reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Beaumont Financial Advisors sold 2,314 Oneok shares in Q2 2026, an estimated $209K.
  • Beaumont Financial Advisors first reported a position in Oneok in Q2 2024 and held it in 6 quarters.
  • Beaumont Financial Advisors's Oneok position peaked at $255K in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.