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Foundations Investment Advisors’s Oneok OKE Stock Holding History

Foundations 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 		$2.28M Buy
26,250
+521
+2% +$45.9K 0.02% 373
2026
Q1 		$2.33M Buy
25,729
+2,159
+9% +$178K 0.03% 346
2025
Q4 		$1.73M Buy
23,570
+8,162
+53% +$578K 0.02% 381
2025
Q3 		$1.12M Buy
15,408
+5,294
+52% +$405K 0.02% 441
2025
Q2 		$826K Buy
10,114
+769
+8% +$64.1K 0.01% 474
2025
Q1 		$927K Buy
9,345
+1,087
+13% +$108K 0.02% 419
2024
Q4 		$829K Buy
8,258
+598
+8% +$61.2K 0.02% 439
2024
Q3 		$698K Buy
7,660
+1,592
+26% +$139K 0.01% 438
2024
Q2 		$495K Buy
6,068
+2,789
+85% +$223K 0.01% 499
2024
Q1 		$263K Sell
3,279
-1,051
-24% -$76.7K 0.01% 610
2023
Q4 		$297K Sell
4,330
-257
-6% -$17.2K 0.01% 550
2023
Q3 		$291K Buy
4,587
+765
+20% +$49.9K 0.01% 516
2023
Q2 		$236K Buy
+3,822
New +$236K 0.01% 516

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
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

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

Foundations Investment Advisors increased its Oneok (OKE) stake by 2% in Q2 2026, buying an estimated $45.9K and bringing the position to 26,250 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #373.

Foundations Investment Advisors first reported a position in OKE in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.33M in Q1 2026. 1,653 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Foundations Investment Advisors held 26,250 shares of Oneok worth $2.28M as of Q2 2026.
  • Foundations Investment Advisors bought 521 Oneok shares in Q2 2026, an estimated $45.9K.
  • Oneok made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #373 holding.
  • Foundations Investment Advisors first reported a position in Oneok in Q2 2023 and has held it in 13 quarters since.
  • Foundations Investment Advisors's Oneok position peaked at $2.33M in Q1 2026.
  • 1,653 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.