Helen Stephens Group’s Oneok OKE Stock Holding History

Helen Stephens Group’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	–	Sell	-2,243	Closed	-$203K	–	135
2026 Q1	$203K	Buy	+2,243	New	+$185K	0.04%	123
2025 Q2	–	Sell	-2,144	Closed	-$213K	–	91
2025 Q1	$213K	Buy	2,144 +23	+1%	+$2.28K	0.06%	83
2024 Q4	$213K	Sell	2,121 -219	-9%	-$22.4K	0.06%	82
2024 Q3	$213K	Buy	+2,340	New	+$204K	0.06%	85
2022 Q2	–	Sell	-3,006	Closed	-$212K	–	65
2022 Q1	$212K	Sell	3,006 -447	-13%	-$28.6K	0.15%	57
2021 Q4	$203K	Buy	+3,453	New	+$214K	0.16%	55

Other funds holding OKE

CCM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Helen Stephens Group's OKE Position: Q2 2026 in Review

Helen Stephens Group sold out of Oneok (OKE) in Q2 2026, closing a stake of 2,243 shares — an estimated $203K sold.

Helen Stephens Group first reported a position in OKE in Q4 2021 and held it in 6 quarters. The position peaked at $213K in Q3 2024. 739 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Helen Stephens Group reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
Helen Stephens Group sold 2,243 Oneok shares in Q2 2026, an estimated $203K.
Helen Stephens Group first reported a position in Oneok in Q4 2021 and held it in 6 quarters.
Helen Stephens Group's Oneok position peaked at $213K in Q3 2024.
739 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.