IWA
OKE icon

Icon Wealth Advisors’s Oneok OKE Stock Holding History

Icon 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 		$6.75M Sell
77,695
-1,950
-2% -$172K 0.41% 49
2026
Q1 		$7.11M Sell
79,645
-1,208
-1% -$99.5K 0.46% 45
2025
Q4 		$5.94M Sell
80,853
-2,181
-3% -$155K 0.4% 49
2025
Q3 		$6.06M Sell
83,034
-405
-0.5% -$31K 0.41% 49
2025
Q2 		$6.81M Buy
83,439
+15,361
+23% +$1.28M 0.49% 44
2025
Q1 		$6.75M Buy
68,078
+1,643
+2% +$163K 0.56% 39
2024
Q4 		$6.67M Buy
66,435
+201
+0.3% +$20.6K 0.55% 38
2024
Q3 		$6.04M Buy
66,234
+4,395
+7% +$382K 0.5% 40
2024
Q2 		$5.15M Buy
61,839
+453
+0.7% +$36.2K 0.46% 45
2024
Q1 		$4.92M Buy
61,386
+20
+0% +$1.46K 0.46% 44
2023
Q4 		$4.31M Buy
+61,366
New +$4.11M 0.45% 46
2022
Q4 		$1.22M Sell
18,623
-97
-0.5% -$5.96K 0.14% 121
2022
Q3 		$959K Buy
+18,720
New +$1.11M 0.12% 135

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Icon Wealth Advisors reduced its Oneok (OKE) stake by 2.4% in Q2 2026, selling an estimated $172K and leaving 77,695 shares worth $6.75M. The position accounts for 0.41% of the portfolio, ranked #49.

Icon Wealth Advisors first reported a position in OKE in Q3 2022 and has held it in 13 quarters since. The position peaked at $7.11M in Q1 2026. 1,659 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Icon Wealth Advisors held 77,695 shares of Oneok worth $6.75M as of Q2 2026.
  • Icon Wealth Advisors sold 1,950 Oneok shares in Q2 2026, an estimated $172K.
  • Oneok made up 0.41% of Icon Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Icon Wealth Advisors first reported a position in Oneok in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Oneok position peaked at $7.11M in Q1 2026.
  • 1,659 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

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