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Moneta Group Investment Advisors’s Oneok OKE Stock Holding History

Moneta Group Investment 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 		$3.73M Buy
42,948
+2,245
+6% +$198K 0.03% 219
2026
Q1 		$3.68M Sell
40,703
-416
-1% -$34.3K 0.03% 200
2025
Q4 		$3.02M Sell
41,119
-415
-1% -$29.4K 0.02% 225
2025
Q3 		$3.03M Sell
41,534
-1,856
-4% -$142K 0.02% 221
2025
Q2 		$3.54M Sell
43,390
-758
-2% -$63.2K 0.04% 162
2025
Q1 		$4.38M Buy
44,148
+1,338
+3% +$133K 0.06% 138
2024
Q4 		$4.3M Sell
42,810
-1,322
-3% -$135K 0.06% 141
2024
Q3 		$4.02M Buy
44,132
+56
+0.1% +$4.87K 0.06% 142
2024
Q2 		$3.59M Buy
44,076
+2,313
+6% +$185K 0.06% 144
2024
Q1 		$3.35M Sell
41,763
-12,476
-23% -$911K 0.05% 147
2023
Q4 		$3.81M Buy
54,239
+1,458
+3% +$97.7K 0.08% 133
2023
Q3 		$3.35M Buy
52,781
+30,779
+140% +$2.01M 0.08% 127
2023
Q2 		$1.36M Buy
22,002
+749
+4% +$46.3K 0.03% 200
2023
Q1 		$1.35M Buy
21,253
+907
+4% +$60.3K 0.03% 190
2022
Q4 		$1.39M Buy
20,346
+1,259
+7% +$77.4K 0.04% 181
2022
Q3 		$978K Sell
19,087
-1,273
-6% -$75.7K 0.04% 189
2022
Q2 		$1.13M Buy
20,360
+1,827
+10% +$118K 0.04% 191
2022
Q1 		$1.31M Sell
18,533
-17
-0.1% -$1.09K 0.05% 168
2021
Q4 		$1.09M Buy
18,550
+133
+0.7% +$8.25K 0.04% 192
2021
Q3 		$1.07M Buy
18,417
+408
+2% +$21.9K 0.05% 189
2021
Q2 		$1M Sell
18,009
-961
-5% -$51.2K 0.05% 199
2021
Q1 		$961K Buy
18,970
+705
+4% +$32K 0.05% 185
2020
Q4 		$701K Buy
18,265
+4,947
+37% +$166K 0.05% 167
2020
Q3 		$346K Buy
+13,318
New +$371K 0.03% 208
2018
Q4 		– Sell
-3,106
Closed -$211K – 238
2018
Q3 		$211K Buy
+3,106
New +$213K 0.02% 218
2018
Q2 		– Sell
-2,540
Closed -$145K – 565
2018
Q1 		$145K Hold
2,540
– – 0.02% 218
2017
Q4 		$136K Sell
2,540
-2,389
-48% -$127K 0.02% 222
2017
Q3 		$273K Buy
+4,929
New +$266K 0.04% 164

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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 $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Moneta Group Investment Advisors's OKE Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Oneok (OKE) stake by 5.5% in Q2 2026, buying an estimated $198K and bringing the position to 42,948 shares worth $3.73M. The position accounts for 0.03% of the portfolio, ranked #219.

Moneta Group Investment Advisors first reported a position in OKE in Q3 2017 and has held it in 28 quarters since. The position peaked at $4.38M in Q1 2025. 1,659 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Moneta Group Investment Advisors held 42,948 shares of Oneok worth $3.73M as of Q2 2026.
  • Moneta Group Investment Advisors bought 2,245 Oneok shares in Q2 2026, an estimated $198K.
  • Oneok made up 0.03% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #219 holding.
  • Moneta Group Investment Advisors first reported a position in Oneok in Q3 2017 and has held it in 28 quarters since.
  • Moneta Group Investment Advisors's Oneok position peaked at $4.38M in Q1 2025.
  • 1,659 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.