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Journey Retirement Planning & Investment Management’s Oneok OKE Stock Holding History

Journey Retirement Planning & Investment 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 		$565K Sell
6,504
-653
-9% -$57.5K 0.44% 72
2026
Q1 		$647K Sell
7,157
-22,427
-76% -$1.85M 0.57% 55
2025
Q4 		$2.17M Buy
+29,584
New +$2.1M 0.45% 54

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Journey Retirement Planning & Investment Management's OKE Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Oneok (OKE) stake by 9.1% in Q2 2026, selling an estimated $57.5K and leaving 6,504 shares worth $565K. The position accounts for 0.44% of the portfolio, ranked #72.

Journey Retirement Planning & Investment Management first reported a position in OKE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.17M in Q4 2025. 1,027 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 6,504 shares of Oneok worth $565K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 653 Oneok shares in Q2 2026, an estimated $57.5K.
  • Oneok made up 0.44% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #72 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Oneok in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Oneok position peaked at $2.17M in Q4 2025.
  • 1,027 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.