Mount Yale Investment Advisors’s Oneok OKE Stock Holding History

Mount Yale 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	$2.03M	Buy	23,358 +125	+0.5%	+$11K	0.04%	406
2026 Q1	$2.1M	Buy	23,233 +1,610	+7%	+$133K	0.05%	357
2025 Q4	$1.59M	Sell	21,623 -865	-4%	-$61.3K	0.08%	228
2025 Q3	$1.64M	Buy	22,488 +16,200	+258%	+$1.24M	0.11%	193
2025 Q2	$513K	Buy	6,288 +2,781	+79%	+$232K	0.04%	337
2025 Q1	$348K	Buy	+3,507	New	+$348K	0.03%	397
2018 Q4	–	Sell	-1,287	Closed	-$82K	–	628
2018 Q3	$82K	Buy	1,287 +79	+7%	+$5.41K	0.01%	504
2018 Q2	$84K	Buy	1,208 +5	+0.4%	+$322	0.02%	516
2018 Q1	$68K	Buy	+1,203	New	+$69K	0.01%	558

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

Mount Yale Investment Advisors's OKE Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Oneok (OKE) stake by 0.54% in Q2 2026, buying an estimated $11K and bringing the position to 23,358 shares worth $2.03M. The position accounts for 0.04% of the portfolio, ranked #406.

Mount Yale Investment Advisors first reported a position in OKE in Q1 2018 and has held it in 9 quarters since. The position peaked at $2.1M in Q1 2026. 1,653 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Mount Yale Investment Advisors held 23,358 shares of Oneok worth $2.03M as of Q2 2026.
Mount Yale Investment Advisors bought 125 Oneok shares in Q2 2026, an estimated $11K.
Oneok made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #406 holding.
Mount Yale Investment Advisors first reported a position in Oneok in Q1 2018 and has held it in 9 quarters since.
Mount Yale Investment Advisors's Oneok position peaked at $2.1M in Q1 2026.
1,653 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.