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LifeSteps Financial’s Oneok OKE Stock Holding History

LifeSteps Financial’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 		$25.9K Buy
+298
New +$26.2K 0.01% 276
2024
Q2 		– Sell
-322
Closed -$25.8K – 302
2024
Q1 		$25.8K Buy
+322
New +$23.5K 0.02% 205

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LifeSteps Financial's OKE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Oneok (OKE) in Q2 2026: 298 shares worth $25.9K. The stake represents 0.01% of the portfolio and ranks #276 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in OKE as recently as Q1 2024.

LifeSteps Financial first reported a position in OKE in Q1 2024 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • LifeSteps Financial held 298 shares of Oneok worth $25.9K as of Q2 2026.
  • Oneok was a new LifeSteps Financial position in Q2 2026.
  • Oneok made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #276 holding.
  • LifeSteps Financial first reported a position in Oneok in Q1 2024 and has held it in 2 quarters since.
  • 565 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.