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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Ipsen Advisor Group's OKE Position: Q1 2026 in Review

Ipsen Advisor Group increased its Oneok (OKE) stake by 3.2% in Q1 2026, buying an estimated $20.2K and bringing the position to 7,814 shares worth $706K. The position accounts for 0.49% of the portfolio, ranked #54.

Ipsen Advisor Group first reported a position in OKE in Q4 2024 and has held it in 6 quarters since. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Ipsen Advisor Group held 7,814 shares of Oneok worth $706K as of Q1 2026.
  • Ipsen Advisor Group bought 245 Oneok shares in Q1 2026, an estimated $20.2K.
  • Oneok made up 0.49% of Ipsen Advisor Group's portfolio in Q1 2026, its #54 holding.
  • Ipsen Advisor Group first reported a position in Oneok in Q4 2024 and has held it in 6 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.