Certified Advisory Corp’s Oneok OKE Stock Holding History

Certified Advisory Corp’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	$305K	Buy	3,513 +11	+0.3%	+$969	0.02%	272
2026 Q1	$317K	Buy	3,502 +65	+2%	+$5.35K	0.03%	260
2025 Q4	$253K	Buy	3,437 +42	+1%	+$2.98K	0.02%	286
2025 Q3	$248K	Sell	3,395 -191	-5%	-$14.6K	0.02%	286
2025 Q2	$293K	Buy	3,586 +167	+5%	+$13.9K	0.03%	256
2025 Q1	$339K	Sell	3,419 -42	-1%	-$4.17K	0.04%	229
2024 Q4	$347K	Buy	3,461 +16	+0.5%	+$1.64K	0.04%	232
2024 Q3	$314K	Sell	3,445 -196	-5%	-$17.1K	0.03%	239
2024 Q2	$297K	Buy	3,641 +19	+0.5%	+$1.52K	0.04%	235
2024 Q1	$290K	Buy	3,622 +13	+0.4%	+$949	0.04%	228
2023 Q4	$253K	Buy	3,609 +13	+0.4%	+$871	0.04%	237
2023 Q3	$228K	Buy	+3,596	New	+$235K	0.04%	217
2020 Q2	$8K	Buy	+250	New	+$8.15K	﹤0.01%	586
2019 Q3	–	Sell	-454	Closed	-$31K	–	821
2019 Q2	$31K	Hold	454	–	–	0.01%	390
2019 Q1	$32K	Buy	454 +39	+9%	+$2.53K	0.01%	359
2018 Q4	$22K	Hold	415	–	–	0.01%	413
2018 Q3	$28K	Hold	415	–	–	0.01%	381
2018 Q2	$29K	Sell	415 -8,056	-95%	-$519K	0.02%	356
2018 Q1	$482K	Buy	+8,471	New	+$486K	0.29%	85

Other funds holding OKE

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Certified Advisory Corp's OKE Position: Q2 2026 in Review

Certified Advisory Corp increased its Oneok (OKE) stake by 0.31% in Q2 2026, buying an estimated $969 and bringing the position to 3,513 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #272.

Certified Advisory Corp first reported a position in OKE in Q1 2018 and has held it in 19 quarters since. The position peaked at $482K in Q1 2018. 528 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Certified Advisory Corp held 3,513 shares of Oneok worth $305K as of Q2 2026.
Certified Advisory Corp bought 11 Oneok shares in Q2 2026, an estimated $969.
Oneok made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #272 holding.
Certified Advisory Corp first reported a position in Oneok in Q1 2018 and has held it in 19 quarters since.
Certified Advisory Corp's Oneok position peaked at $482K in Q1 2018.
528 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.