Key Financial Inc’s Oneok OKE Stock Holding History

Key Financial Inc’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	$133K	Buy	1,533 +200	+15%	+$17.6K	0.02%	373
2026 Q1	$120K	Hold	1,333	–	–	0.02%	373
2025 Q4	$98K	Hold	1,333	–	–	0.02%	399
2025 Q3	$97.3K	Hold	1,333	–	–	0.02%	399
2025 Q2	$109K	Hold	1,333	–	–	0.02%	366
2025 Q1	$132K	Hold	1,333	–	–	0.03%	318
2024 Q4	$134K	Hold	1,333	–	–	0.03%	309
2024 Q3	$121K	Buy	1,333 +12	+0.9%	+$1.04K	0.03%	324
2024 Q2	$108K	Hold	1,321	–	–	0.03%	325
2024 Q1	$106K	Hold	1,321	–	–	0.03%	313
2023 Q4	$92.8K	Hold	1,321	–	–	0.03%	326
2023 Q3	$83.8K	Hold	1,321	–	–	0.03%	327
2023 Q2	$81.5K	Buy	1,321 +392	+42%	+$24.3K	0.03%	335
2023 Q1	$59K	Hold	929	–	–	0.02%	368
2022 Q4	$47.6K	Hold	929	–	–	0.02%	365
2022 Q3	$48K	Hold	929	–	–	0.02%	368
2022 Q2	$53K	Hold	929	–	–	0.03%	349
2022 Q1	$66K	Hold	929	–	–	0.03%	325
2021 Q4	$55K	Hold	929	–	–	0.03%	340
2021 Q3	$54K	Sell	929 -254	-21%	-$13.7K	0.03%	335
2021 Q2	$61K	Hold	1,183	–	–	0.03%	322
2021 Q1	$60K	Hold	1,183	–	–	0.04%	252
2020 Q4	$45K	Buy	+1,183	New	+$39.8K	0.03%	260
2020 Q2	–	Sell	-1,183	Closed	-$24K	–	454
2020 Q1	$24K	Buy	+1,183	New	+$72.1K	0.02%	306

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Key Financial Inc's OKE Position: Q2 2026 in Review

Key Financial Inc increased its Oneok (OKE) stake by 15% in Q2 2026, buying an estimated $17.6K and bringing the position to 1,533 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #373.

Key Financial Inc first reported a position in OKE in Q1 2020 and has held it in 24 quarters since. The position peaked at $134K in Q4 2024. 1,658 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Key Financial Inc held 1,533 shares of Oneok worth $133K as of Q2 2026.
Key Financial Inc bought 200 Oneok shares in Q2 2026, an estimated $17.6K.
Oneok made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #373 holding.
Key Financial Inc first reported a position in Oneok in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Oneok position peaked at $134K in Q4 2024.
1,658 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.