Gladstone Institutional Advisory’s Oneok OKE Stock Holding History

Gladstone Institutional Advisory’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	$492K	Buy	5,655 +1,883	+50%	+$166K	0.02%	593
2026 Q1	$341K	Buy	3,772 +272	+8%	+$22.4K	0.01%	630
2025 Q4	$257K	Buy	3,500 +21	+0.6%	+$1.49K	0.01%	683
2025 Q3	$254K	Buy	3,479 +18	+0.5%	+$1.38K	0.01%	697
2025 Q2	$283K	Sell	3,461 -22	-0.6%	-$1.83K	0.01%	623
2025 Q1	$346K	Sell	3,483 -179	-5%	-$17.8K	0.02%	548
2024 Q4	$368K	Buy	+3,662	New	+$375K	0.02%	540

Other funds holding OKE

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Gladstone Institutional Advisory's OKE Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Oneok (OKE) stake by 50% in Q2 2026, buying an estimated $166K and bringing the position to 5,655 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #593.

Gladstone Institutional Advisory first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Gladstone Institutional Advisory held 5,655 shares of Oneok worth $492K as of Q2 2026.
Gladstone Institutional Advisory bought 1,883 Oneok shares in Q2 2026, an estimated $166K.
Oneok made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #593 holding.
Gladstone Institutional Advisory first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
600 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.