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Invictus Private Wealth’s Oneok OKE Stock Holding History

Invictus Private Wealth’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
-2,300
Closed -$208K – 89
2026
Q1 		$208K Buy
+2,300
New +$189K 0.01% 81
2025
Q3 		– Sell
-3,244
Closed -$265K – 85
2025
Q2 		$265K Buy
+3,244
New +$270K 0.02% 73

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Invictus Private Wealth's OKE Position: Q2 2026 in Review

Invictus Private Wealth sold out of Oneok (OKE) in Q2 2026, closing a stake of 2,300 shares — an estimated $208K sold.

Invictus Private Wealth first reported a position in OKE in Q2 2025 and held it in 2 quarters. The position peaked at $265K in Q2 2025. 739 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Invictus Private Wealth reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Invictus Private Wealth sold 2,300 Oneok shares in Q2 2026, an estimated $208K.
  • Invictus Private Wealth first reported a position in Oneok in Q2 2025 and held it in 2 quarters.
  • Invictus Private Wealth's Oneok position peaked at $265K in Q2 2025.
  • 739 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.