Intentional Wealth Strategies’s Oneok OKE Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-689	Closed	-$62.3K	–	642
2026 Q1	$62.3K	Buy	+689	New	+$56.7K	0.06%	139

Other funds holding OKE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Intentional Wealth Strategies's OKE Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Oneok (OKE) in Q2 2026, closing a stake of 689 shares — an estimated $62.3K sold.

Intentional Wealth Strategies first reported a position in OKE in Q1 2026 and held it in 1 quarter. The position peaked at $62.3K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Intentional Wealth Strategies reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 689 Oneok shares in Q2 2026, an estimated $62.3K.
Intentional Wealth Strategies first reported a position in Oneok in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Oneok position peaked at $62.3K in Q1 2026.
1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

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