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Concurrent Investment Advisors’s Oneok OKE Stock Holding History

Concurrent Investment Advisors’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 		$15.4M Buy
176,800
+14,351
+9% +$1.26M 0.13% 170
2026
Q1 		$14.7M Buy
162,449
+15,063
+10% +$1.24M 0.16% 134
2025
Q4 		$10.8M Buy
147,386
+67,346
+84% +$4.77M 0.12% 172
2025
Q3 		$5.84M Buy
80,040
+11,565
+17% +$886K 0.1% 212
2025
Q2 		$5.59M Sell
68,475
-2,774
-4% -$231K 0.11% 203
2025
Q1 		$7.07M Buy
71,249
+19,021
+36% +$1.89M 0.17% 124
2024
Q4 		$5.24M Sell
52,228
-9,743
-16% -$997K 0.14% 152
2024
Q3 		$5.65M Sell
61,971
-849
-1% -$73.9K 0.17% 130
2024
Q2 		$5.12M Buy
62,820
+24,586
+64% +$1.96M 0.17% 132
2024
Q1 		$3.07M Sell
38,234
-3,148
-8% -$230K 0.12% 176
2023
Q4 		$2.91M Buy
+41,382
New +$2.77M 0.14% 163

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Concurrent Investment Advisors's OKE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Oneok (OKE) stake by 8.8% in Q2 2026, buying an estimated $1.26M and bringing the position to 176,800 shares worth $15.4M. The position accounts for 0.13% of the portfolio, ranked #170.

Concurrent Investment Advisors first reported a position in OKE in Q4 2023 and has held it in 11 quarters since. 1,659 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Concurrent Investment Advisors held 176,800 shares of Oneok worth $15.4M as of Q2 2026.
  • Concurrent Investment Advisors bought 14,351 Oneok shares in Q2 2026, an estimated $1.26M.
  • Oneok made up 0.13% of Concurrent Investment Advisors's portfolio in Q2 2026, its #170 holding.
  • Concurrent Investment Advisors first reported a position in Oneok in Q4 2023 and has held it in 11 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.