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Ipsen Advisor Group’s Oneok OKE Stock Holding History

Ipsen Advisor Group’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 		$676K Sell
7,777
-37
-0.5% -$3.26K 0.43% 53
2026
Q1 		$706K Buy
7,814
+245
+3% +$20.2K 0.49% 54
2025
Q4 		$556K Buy
7,569
+239
+3% +$16.9K 0.4% 70
2025
Q3 		$535K Buy
7,330
+605
+9% +$46.3K 0.38% 67
2025
Q2 		$549K Buy
6,725
+827
+14% +$68.9K 0.42% 62
2025
Q1 		$585K Buy
5,898
+114
+2% +$11.3K 0.5% 51
2024
Q4 		$581K Buy
+5,784
New +$592K 0.5% 50

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

Ipsen Advisor Group's OKE Position: Q2 2026 in Review

Ipsen Advisor Group reduced its Oneok (OKE) stake by 0.47% in Q2 2026, selling an estimated $3.26K and leaving 7,777 shares worth $676K. The position accounts for 0.43% of the portfolio, ranked #53.

Ipsen Advisor Group first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. The position peaked at $706K in Q1 2026. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Ipsen Advisor Group held 7,777 shares of Oneok worth $676K as of Q2 2026.
  • Ipsen Advisor Group sold 37 Oneok shares in Q2 2026, an estimated $3.26K.
  • Oneok made up 0.43% of Ipsen Advisor Group's portfolio in Q2 2026, its #53 holding.
  • Ipsen Advisor Group first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
  • Ipsen Advisor Group's Oneok position peaked at $706K in Q1 2026.
  • 1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.