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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gentry Private Wealth's OKE Position: Q2 2026 in Review

Gentry Private Wealth reduced its Oneok (OKE) stake by 5.3% in Q2 2026, selling an estimated $25.6K and leaving 5,190 shares worth $451K. The position accounts for 0.23% of the portfolio, ranked #57.

Gentry Private Wealth first reported a position in OKE in Q2 2024 and has held it in 8 quarters since. The position peaked at $575K in Q1 2025. 1,658 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Gentry Private Wealth held 5,190 shares of Oneok worth $451K as of Q2 2026.
Gentry Private Wealth sold 291 Oneok shares in Q2 2026, an estimated $25.6K.
Oneok made up 0.23% of Gentry Private Wealth's portfolio in Q2 2026, its #57 holding.
Gentry Private Wealth first reported a position in Oneok in Q2 2024 and has held it in 8 quarters since.
Gentry Private Wealth's Oneok position peaked at $575K in Q1 2025.
1,658 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.