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Centerpoint Advisory Group’s Oneok OKE Stock Holding History

Centerpoint Advisory Group’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 		$1.02M Buy
11,784
+1,500
+15% +$132K 0.65% 39
2026
Q1 		$930K Hold
10,284
– – 0.7% 37
2025
Q4 		$756K Sell
10,284
-125
-1% -$8.86K 0.58% 43
2025
Q3 		$760K Buy
10,409
+700
+7% +$53.6K 0.59% 44
2025
Q2 		$793K Buy
9,709
+100
+1% +$8.34K 0.69% 40
2025
Q1 		$953K Sell
9,609
-300
-3% -$29.8K 0.94% 30
2024
Q4 		$995K Buy
+9,909
New +$1.01M 0.96% 30

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 $60.8B AUM 26.63% 1-Year Est. Return

Centerpoint Advisory Group's OKE Position: Q2 2026 in Review

Centerpoint Advisory Group increased its Oneok (OKE) stake by 15% in Q2 2026, buying an estimated $132K and bringing the position to 11,784 shares worth $1.02M. The position accounts for 0.65% of the portfolio, ranked #39.

Centerpoint Advisory Group first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Centerpoint Advisory Group held 11,784 shares of Oneok worth $1.02M as of Q2 2026.
  • Centerpoint Advisory Group bought 1,500 Oneok shares in Q2 2026, an estimated $132K.
  • Oneok made up 0.65% of Centerpoint Advisory Group's portfolio in Q2 2026, its #39 holding.
  • Centerpoint Advisory Group first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.