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 Q3	$301K	Buy	3,533 +20	+0.6%	+$1.84K	0.03%	271
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Certified Advisory Corp's OKE Position: Q3 2026 in Review

Certified Advisory Corp increased its Oneok (OKE) stake by 0.57% in Q3 2026, buying an estimated $1.84K and bringing the position to 3,533 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #271.

Certified Advisory Corp first reported a position in OKE in Q1 2018 and has held it in 20 quarters since. The position peaked at $482K in Q1 2018. 1,012 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

Certified Advisory Corp held 3,533 shares of Oneok worth $301K as of Q3 2026.
Certified Advisory Corp bought 20 Oneok shares in Q3 2026, an estimated $1.84K.
Oneok made up 0.03% of Certified Advisory Corp's portfolio in Q3 2026, its #271 holding.
Certified Advisory Corp first reported a position in Oneok in Q1 2018 and has held it in 20 quarters since.
Certified Advisory Corp's Oneok position peaked at $482K in Q1 2018.
1,012 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.