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Navigoe Wealth Management’s Oneok OKE Stock Holding History

Navigoe Wealth Management’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 		$64K Buy
739
+13
+2% +$1.15K 0.03% 77
2026
Q1 		$65K Hold
726
– – 0.04% 71
2025
Q4 		$53K Hold
726
– – 0.03% 74
2025
Q3 		$52K Hold
726
– – 0.03% 75
2025
Q2 		$59K Hold
726
– – 0.04% 62
2025
Q1 		$72K Hold
726
– – 0.06% 56
2024
Q4 		$72K Buy
+726
New +$74.3K 0.07% 53

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
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

Navigoe Wealth Management's OKE Position: Q2 2026 in Review

Navigoe Wealth Management increased its Oneok (OKE) stake by 1.8% in Q2 2026, buying an estimated $1.15K and bringing the position to 739 shares worth $64K. The position accounts for 0.03% of the portfolio, ranked #77.

Navigoe Wealth Management first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. The position peaked at $72K in Q1 2025. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Navigoe Wealth Management held 739 shares of Oneok worth $64K as of Q2 2026.
  • Navigoe Wealth Management bought 13 Oneok shares in Q2 2026, an estimated $1.15K.
  • Oneok made up 0.03% of Navigoe Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Navigoe Wealth Management first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
  • Navigoe Wealth Management's Oneok position peaked at $72K in Q1 2025.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.