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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

IMA Advisory Services's OKE Position: Q1 2026 in Review

IMA Advisory Services held its Oneok (OKE) position steady in Q1 2026 at 579 shares worth $52.3K. The position accounts for 0.01% of the portfolio, ranked #243.

IMA Advisory Services first reported a position in OKE in Q2 2019 and has held it in 24 quarters since. The position peaked at $58.9K in Q3 2023. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

IMA Advisory Services held 579 shares of Oneok worth $52.3K as of Q1 2026.
IMA Advisory Services left its Oneok share count unchanged in Q1 2026.
Oneok made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #243 holding.
IMA Advisory Services first reported a position in Oneok in Q2 2019 and has held it in 24 quarters since.
IMA Advisory Services's Oneok position peaked at $58.9K in Q3 2023.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.