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Bogart Wealth LLC’s Oneok OKE Stock Holding History

Bogart Wealth LLC’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 		$42.5K Sell
489
-483
-50% -$42.5K ﹤0.01% 582
2026
Q1 		$87.9K Sell
972
-122
-11% -$10K ﹤0.01% 375
2025
Q4 		$80.4K Sell
1,094
-2,985
-73% -$211K ﹤0.01% 367
2025
Q3 		$298K Buy
4,079
+48
+1% +$3.68K 0.01% 205
2025
Q2 		$329K Buy
4,031
+122
+3% +$10.2K 0.01% 189
2025
Q1 		$388K Sell
3,909
-138
-3% -$13.7K 0.02% 173
2024
Q4 		$406K Sell
4,047
-90
-2% -$9.21K 0.02% 168
2024
Q3 		$377K Sell
4,137
-14
-0.3% -$1.22K 0.02% 173
2024
Q2 		$339K Buy
4,151
+35
+0.9% +$2.8K 0.02% 173
2024
Q1 		$330K Buy
4,116
+41
+1% +$2.99K 0.02% 167
2023
Q4 		$286K Buy
4,075
+41
+1% +$2.75K 0.02% 182
2023
Q3 		$256K Buy
4,034
+3,671
+1,011% +$240K 0.02% 181
2023
Q2 		$22.4K Hold
363
– – ﹤0.01% 444
2023
Q1 		$23.1K Sell
363
-35
-9% -$2.33K ﹤0.01% 433
2022
Q4 		$26.1K Buy
398
+35
+10% +$2.15K ﹤0.01% 388
2022
Q3 		$19K Hold
363
– – ﹤0.01% 442
2022
Q2 		$20K Hold
363
– – ﹤0.01% 418
2022
Q1 		$26K Hold
363
– – ﹤0.01% 352
2021
Q4 		$21K Hold
363
– – ﹤0.01% 369
2021
Q3 		$21K Sell
363
-10
-3% -$537 ﹤0.01% 352
2021
Q2 		$21K Buy
373
+363
+3,630% +$19.3K ﹤0.01% 342
2021
Q1 		$1K Sell
10
-6
-38% -$273 ﹤0.01% 603
2020
Q4 		$0 Hold
16
– – ﹤0.01% 493
2020
Q3 		$0 Hold
16
– – ﹤0.01% 475
2020
Q2 		$1K Sell
16
-112
-88% -$3.65K ﹤0.01% 428
2020
Q1 		$3K Sell
128
-9,630
-99% -$587K ﹤0.01% 356
2019
Q4 		$738K Buy
9,758
+392
+4% +$28K 0.24% 67
2019
Q3 		$690K Buy
9,366
+401
+4% +$28.4K 0.34% 52
2019
Q2 		$616K Buy
8,965
+225
+3% +$15.2K 0.37% 54
2019
Q1 		$610K Buy
+8,740
New +$566K 0.29% 52

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
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 $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bogart Wealth LLC's OKE Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Oneok (OKE) stake by 50% in Q2 2026, selling an estimated $42.5K and leaving 489 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Bogart Wealth LLC first reported a position in OKE in Q1 2019 and has held it in 30 quarters since. The position peaked at $738K in Q4 2019. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Bogart Wealth LLC held 489 shares of Oneok worth $42.5K as of Q2 2026.
  • Bogart Wealth LLC sold 483 Oneok shares in Q2 2026, an estimated $42.5K.
  • Oneok made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #582 holding.
  • Bogart Wealth LLC first reported a position in Oneok in Q1 2019 and has held it in 30 quarters since.
  • Bogart Wealth LLC's Oneok position peaked at $738K in Q4 2019.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.