Capital Investment Advisory Services’s Oneok OKE Stock Holding History

Capital Investment Advisory Services’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	$310K	Buy	3,566 +344	+11%	+$30.3K	0.02%	573
2026 Q1	$291K	Sell	3,222 -13	-0.4%	-$1.07K	0.02%	522
2025 Q4	$238K	Buy	3,235 +2	+0.1%	+$142	0.02%	562
2025 Q3	$236K	Hold	3,233	–	–	0.02%	542
2025 Q2	$264K	Buy	3,233 +101	+3%	+$8.42K	0.02%	489
2025 Q1	$311K	Buy	3,132 +134	+4%	+$13.3K	0.03%	426
2024 Q4	$301K	Sell	2,998 -43	-1%	-$4.4K	0.03%	396
2024 Q3	$277K	Hold	3,041	–	–	0.03%	420
2024 Q2	$248K	Buy	3,041 +500	+20%	+$39.9K	0.03%	439
2024 Q1	$204K	Buy	+2,541	New	+$185K	0.02%	484
2023 Q4	–	Sell	-3,539	Closed	-$224K	–	1004
2023 Q3	$224K	Buy	+3,539	New	+$231K	0.02%	447

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Capital Investment Advisory Services's OKE Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Oneok (OKE) stake by 11% in Q2 2026, buying an estimated $30.3K and bringing the position to 3,566 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #573.

Capital Investment Advisory Services first reported a position in OKE in Q3 2023 and has held it in 11 quarters since. The position peaked at $311K in Q1 2025. 1,525 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Capital Investment Advisory Services held 3,566 shares of Oneok worth $310K as of Q2 2026.
Capital Investment Advisory Services bought 344 Oneok shares in Q2 2026, an estimated $30.3K.
Oneok made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #573 holding.
Capital Investment Advisory Services first reported a position in Oneok in Q3 2023 and has held it in 11 quarters since.
Capital Investment Advisory Services's Oneok position peaked at $311K in Q1 2025.
1,525 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.