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Institute for Wealth Management’s Oneok OKE Stock Holding History

Institute for Wealth Management’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 		$336K Sell
3,859
-21
-0.5% -$1.85K 0.03% 407
2026
Q1 		$351K Buy
3,880
+14
+0.4% +$1.15K 0.04% 388
2025
Q4 		$284K Sell
3,866
-41
-1% -$2.9K 0.03% 445
2025
Q3 		$285K Hold
3,907
– – 0.03% 463
2025
Q2 		$319K Sell
3,907
-42
-1% -$3.5K 0.04% 419
2025
Q1 		$392K Sell
3,949
-59
-1% -$5.86K 0.05% 349
2024
Q4 		$402K Sell
4,008
-25
-0.6% -$2.56K 0.05% 336
2024
Q3 		$368K Buy
4,033
+6
+0.1% +$522 0.05% 365
2024
Q2 		$328K Buy
4,027
+18
+0.4% +$1.44K 0.04% 369
2024
Q1 		$321K Buy
4,009
+8
+0.2% +$584 0.04% 375
2023
Q4 		$281K Hold
4,001
– – 0.05% 384
2023
Q3 		$254K Buy
+4,001
New +$261K 0.05% 382
2023
Q2 		– Sell
-3,175
Closed -$202K – 468
2023
Q1 		$202K Sell
3,175
-151
-5% -$10K 0.04% 433
2022
Q4 		$219K Buy
+3,326
New +$204K 0.05% 405

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

Institute for Wealth Management's OKE Position: Q2 2026 in Review

Institute for Wealth Management reduced its Oneok (OKE) stake by 0.54% in Q2 2026, selling an estimated $1.85K and leaving 3,859 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #407.

Institute for Wealth Management first reported a position in OKE in Q4 2022 and has held it in 14 quarters since. The position peaked at $402K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Institute for Wealth Management held 3,859 shares of Oneok worth $336K as of Q2 2026.
  • Institute for Wealth Management sold 21 Oneok shares in Q2 2026, an estimated $1.85K.
  • Oneok made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #407 holding.
  • Institute for Wealth Management first reported a position in Oneok in Q4 2022 and has held it in 14 quarters since.
  • Institute for Wealth Management's Oneok position peaked at $402K in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.