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Kelleher Financial Advisors’s Oneok OKE Stock Holding History

Kelleher Financial Advisors’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 		$135K Buy
1,558
+128
+9% +$11.3K 0.02% 331
2026
Q1 		$117K Sell
1,430
-195
-12% -$16.1K 0.03% 265
2025
Q4 		$119K Hold
1,625
– – 0.03% 283
2025
Q3 		$119K Buy
+1,625
New +$124K 0.03% 235

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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 $59.9B AUM 27.01% 1-Year Est. Return

Kelleher Financial Advisors's OKE Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Oneok (OKE) stake by 9% in Q2 2026, buying an estimated $11.3K and bringing the position to 1,558 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #331.

Kelleher Financial Advisors first reported a position in OKE in Q3 2025 and has held it in 4 quarters since. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Kelleher Financial Advisors held 1,558 shares of Oneok worth $135K as of Q2 2026.
  • Kelleher Financial Advisors bought 128 Oneok shares in Q2 2026, an estimated $11.3K.
  • Oneok made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #331 holding.
  • Kelleher Financial Advisors first reported a position in Oneok in Q3 2025 and has held it in 4 quarters since.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.