IMA Advisory Services’s Oneok OKE Stock Holding History

IMA Advisory Services’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	$397K	Buy	4,566 +3,987	+689%	+$351K	0.02%	261
2026 Q1	$52.3K	Hold	579	–	–	0.01%	243
2025 Q4	$42.6K	Hold	579	–	–	﹤0.01%	256
2025 Q3	$42.3K	Hold	579	–	–	﹤0.01%	255
2025 Q2	$47.3K	Hold	579	–	–	0.01%	235
2025 Q1	$57.4K	Buy	+579	New	+$57.5K	0.01%	222
2024 Q4	–	Sell	-579	Closed	-$52.8K	–	251
2024 Q3	$52.8K	Buy	+579	New	+$50.4K	0.01%	182
2023 Q4	–	Sell	-929	Closed	-$58.9K	–	207
2023 Q3	$58.9K	Buy	929 +115	+14%	+$7.51K	0.02%	171
2023 Q2	$50.2K	Buy	814 +307	+61%	+$19K	0.01%	180
2023 Q1	$32.2K	Sell	507 -232	-31%	-$15.4K	0.01%	191
2022 Q4	$48.6K	Sell	739 -2	-0.3%	-$123	0.01%	184
2022 Q3	$38K	Buy	741 +2	+0.3%	+$119	0.01%	194
2022 Q2	$41K	Hold	739	–	–	0.01%	195
2022 Q1	$52K	Sell	739 -100	-12%	-$6.4K	0.01%	165
2021 Q4	$49K	Hold	839	–	–	0.01%	171
2021 Q3	$49K	Hold	839	–	–	0.01%	161
2021 Q2	$47K	Hold	839	–	–	0.01%	158
2021 Q1	$43K	Hold	839	–	–	0.01%	161
2020 Q4	$32K	Buy	839 +375	+81%	+$12.6K	0.01%	159
2020 Q3	$12K	Hold	464	–	–	﹤0.01%	201
2020 Q2	$15K	Hold	464	–	–	0.01%	186
2020 Q1	$10K	Hold	464	–	–	﹤0.01%	206
2019 Q4	$35K	Hold	464	–	–	0.01%	161
2019 Q3	$34K	Hold	464	–	–	0.01%	166
2019 Q2	$32K	Buy	+464	New	+$31.3K	0.01%	163

Other funds holding OKE

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

IMA Advisory Services's OKE Position: Q2 2026 in Review

IMA Advisory Services increased its Oneok (OKE) stake by 689% in Q2 2026, buying an estimated $351K and bringing the position to 4,566 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #261.

IMA Advisory Services first reported a position in OKE in Q2 2019 and has held it in 25 quarters since. 1,659 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

IMA Advisory Services held 4,566 shares of Oneok worth $397K as of Q2 2026.
IMA Advisory Services bought 3,987 Oneok shares in Q2 2026, an estimated $351K.
Oneok made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #261 holding.
IMA Advisory Services first reported a position in Oneok in Q2 2019 and has held it in 25 quarters since.
1,659 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.