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Dynamic Advisor Solutions’s Oneok OKE Stock Holding History

Dynamic Advisor Solutions’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 		$1.51M Sell
17,363
-1,005
-5% -$88.5K 0.04% 389
2026
Q1 		$1.66M Buy
18,368
+2,275
+14% +$187K 0.05% 355
2025
Q4 		$1.18M Buy
16,093
+238
+2% +$16.9K 0.04% 416
2025
Q3 		$1.16M Buy
15,855
+22
+0.1% +$1.69K 0.03% 430
2025
Q2 		$1.29M Buy
15,833
+235
+2% +$19.6K 0.04% 392
2025
Q1 		$1.55M Sell
15,598
-1,471
-9% -$146K 0.05% 331
2024
Q4 		$1.71M Sell
17,069
-4,243
-20% -$434K 0.07% 232
2024
Q3 		$1.94M Buy
21,312
+422
+2% +$36.7K 0.06% 303
2024
Q2 		$1.7M Buy
20,890
+1,416
+7% +$113K 0.05% 329
2024
Q1 		$1.56M Buy
19,474
+350
+2% +$25.5K 0.05% 343
2023
Q4 		$1.37M Buy
19,124
+959
+5% +$64.3K 0.05% 347
2023
Q3 		$1.15M Buy
18,165
+135
+0.7% +$8.81K 0.05% 323
2023
Q2 		$1.11M Sell
18,030
-2,788
-13% -$172K 0.06% 315
2023
Q1 		$1.32M Sell
20,818
-233
-1% -$15.5K 0.08% 273
2022
Q4 		$1.38M Sell
21,051
-2,192
-9% -$135K 0.09% 232
2022
Q3 		$1.19M Sell
23,243
-2
-0% -$119 0.09% 226
2022
Q2 		$1.29M Buy
23,245
+1,987
+9% +$129K 0.1% 218
2022
Q1 		$1.5M Buy
21,258
+6,993
+49% +$448K 0.1% 202
2021
Q4 		$838K Buy
14,265
+5,588
+64% +$347K 0.06% 313
2021
Q3 		$503K Sell
8,677
-1,516
-15% -$81.5K 0.04% 445
2021
Q2 		$567K Buy
10,193
+341
+3% +$18.2K 0.04% 403
2021
Q1 		$499K Sell
9,852
-263
-3% -$12K 0.05% 387
2020
Q4 		$388K Buy
10,115
+542
+6% +$18.2K 0.04% 433
2020
Q3 		$249K Buy
+9,573
New +$267K 0.03% 478

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions's OKE Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Oneok (OKE) stake by 5.5% in Q2 2026, selling an estimated $88.5K and leaving 17,363 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #389.

Dynamic Advisor Solutions first reported a position in OKE in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.94M in Q3 2024. 313 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Dynamic Advisor Solutions held 17,363 shares of Oneok worth $1.51M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,005 Oneok shares in Q2 2026, an estimated $88.5K.
  • Oneok made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #389 holding.
  • Dynamic Advisor Solutions first reported a position in Oneok in Q3 2020 and has held it in 24 quarters since.
  • Dynamic Advisor Solutions's Oneok position peaked at $1.94M in Q3 2024.
  • 313 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.