HHM Wealth Advisors’s Oneok OKE Stock Holding History

HHM Wealth 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	$578K	Sell	6,645 -122	-2%	-$10.7K	0.06%	116
2026 Q1	$612K	Sell	6,767 -234	-3%	-$19.3K	0.07%	105
2025 Q4	$515K	Sell	7,001 -30	-0.4%	-$2.13K	0.06%	112
2025 Q3	$513K	Sell	7,031 -132	-2%	-$10.1K	0.06%	115
2025 Q2	$585K	Sell	7,163 -180	-2%	-$15K	0.07%	104
2025 Q1	$729K	Sell	7,343 -144	-2%	-$14.3K	0.1%	78
2024 Q4	$752K	Sell	7,487 -634	-8%	-$64.9K	0.1%	75
2024 Q3	$740K	Sell	8,121 -907	-10%	-$78.9K	0.11%	71
2024 Q2	$736K	Buy	9,028 +8,578	+1,906%	+$685K	0.11%	71
2024 Q1	$36.1K	Hold	450	–	–	0.01%	341
2023 Q4	$31.6K	Buy	+450	New	+$30.2K	0.01%	352

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HHM Wealth Advisors's OKE Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Oneok (OKE) stake by 1.8% in Q2 2026, selling an estimated $10.7K and leaving 6,645 shares worth $578K. The position accounts for 0.06% of the portfolio, ranked #116.

HHM Wealth Advisors first reported a position in OKE in Q4 2023 and has held it in 11 quarters since. The position peaked at $752K in Q4 2024. 508 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

HHM Wealth Advisors held 6,645 shares of Oneok worth $578K as of Q2 2026.
HHM Wealth Advisors sold 122 Oneok shares in Q2 2026, an estimated $10.7K.
Oneok made up 0.06% of HHM Wealth Advisors's portfolio in Q2 2026, its #116 holding.
HHM Wealth Advisors first reported a position in Oneok in Q4 2023 and has held it in 11 quarters since.
HHM Wealth Advisors's Oneok position peaked at $752K in Q4 2024.
508 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.