NRW
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Nova R Wealth’s Oneok OKE Stock Holding History

Nova R Wealth’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 		– Sell
-2,226
Closed -$201K – 91
2026
Q1 		$201K Buy
+2,226
New +$183K 0.06% 89
2025
Q3 		– Sell
-2,615
Closed -$213K – 87
2025
Q2 		$213K Buy
2,615
+7
+0.3% +$584 0.1% 79
2025
Q1 		$259K Buy
2,608
+7
+0.3% +$695 0.13% 71
2024
Q4 		$261K Buy
2,601
+6
+0.2% +$614 0.13% 68
2024
Q3 		$236K Buy
2,595
+7
+0.3% +$609 0.12% 74
2024
Q2 		$211K Buy
2,588
+8
+0.3% +$639 0.11% 78
2024
Q1 		$207K Buy
+2,580
New +$188K 0.11% 79
2022
Q2 		– Sell
-3,352
Closed -$237K – 80
2022
Q1 		$237K Buy
+3,352
New +$215K 0.2% 63

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Nova R Wealth's OKE Position: Q2 2026 in Review

Nova R Wealth sold out of Oneok (OKE) in Q2 2026, closing a stake of 2,226 shares — an estimated $201K sold.

Nova R Wealth first reported a position in OKE in Q1 2022 and held it in 8 quarters. The position peaked at $261K in Q4 2024. 328 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Nova R Wealth reported no remaining Oneok position as of Q2 2026 after selling out during the quarter.
  • Nova R Wealth sold 2,226 Oneok shares in Q2 2026, an estimated $201K.
  • Nova R Wealth first reported a position in Oneok in Q1 2022 and held it in 8 quarters.
  • Nova R Wealth's Oneok position peaked at $261K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.