Gentry Private Wealth’s Oneok OKE Stock Holding History

Gentry Private Wealth’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	$448K	Buy	5,254 +64	+1%	+$5.89K	0.23%	54
2026 Q2	$451K	Sell	5,190 -291	-5%	-$25.6K	0.23%	57
2026 Q1	$495K	Sell	5,481 -200	-4%	-$16.5K	0.3%	50
2025 Q4	$418K	Sell	5,681 -646	-10%	-$45.8K	0.26%	59
2025 Q3	$462K	Buy	6,327 +346	+6%	+$26.5K	0.32%	57
2025 Q2	$488K	Buy	5,981 +187	+3%	+$15.6K	0.37%	46
2025 Q1	$575K	Buy	+5,794	New	+$575K	0.47%	37
2024 Q4	–	Sell	-5,503	Closed	-$501K	–	64
2024 Q3	$501K	Sell	5,503 -97	-2%	-$8.44K	0.41%	38
2024 Q2	$457K	Buy	+5,600	New	+$447K	0.4%	37

Other funds holding OKE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $483B AUM 27.72% 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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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

Gentry Private Wealth's OKE Position: Q3 2026 in Review

Gentry Private Wealth increased its Oneok (OKE) stake by 1.2% in Q3 2026, buying an estimated $5.89K and bringing the position to 5,254 shares worth $448K. The position accounts for 0.23% of the portfolio, ranked #54.

Gentry Private Wealth first reported a position in OKE in Q2 2024 and has held it in 9 quarters since. The position peaked at $575K in Q1 2025. 1,199 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

Gentry Private Wealth held 5,254 shares of Oneok worth $448K as of Q3 2026.
Gentry Private Wealth bought 64 Oneok shares in Q3 2026, an estimated $5.89K.
Oneok made up 0.23% of Gentry Private Wealth's portfolio in Q3 2026, its #54 holding.
Gentry Private Wealth first reported a position in Oneok in Q2 2024 and has held it in 9 quarters since.
Gentry Private Wealth's Oneok position peaked at $575K in Q1 2025.
1,199 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Gentry Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.