ORG Wealth Partners’s Oneok OKE Stock Holding History

ORG Wealth Partners’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	$448K	Sell	5,148 -2,559	-33%	-$225K	0.07%	154
2026 Q1	$697K	Sell	7,707 -630	-8%	-$51.9K	0.14%	92
2025 Q4	$613K	Buy	8,337 +2,333	+39%	+$165K	0.14%	102
2025 Q3	$438K	Sell	6,004 -530	-8%	-$40.6K	0.09%	136
2025 Q2	$529K	Sell	6,534 -684	-9%	-$57K	0.13%	112
2025 Q1	$718K	Buy	7,218 +5,265	+270%	+$523K	0.22%	83
2024 Q4	$196K	Buy	1,953 +792	+68%	+$81K	0.06%	128
2024 Q3	$106K	Buy	+1,161	New	+$101K	0.04%	180

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

ORG Wealth Partners's OKE Position: Q2 2026 in Review

ORG Wealth Partners reduced its Oneok (OKE) stake by 33% in Q2 2026, selling an estimated $225K and leaving 5,148 shares worth $448K. The position accounts for 0.07% of the portfolio, ranked #154.

ORG Wealth Partners first reported a position in OKE in Q3 2024 and has held it in 8 quarters since. The position peaked at $718K in Q1 2025. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

ORG Wealth Partners held 5,148 shares of Oneok worth $448K as of Q2 2026.
ORG Wealth Partners sold 2,559 Oneok shares in Q2 2026, an estimated $225K.
Oneok made up 0.07% of ORG Wealth Partners's portfolio in Q2 2026, its #154 holding.
ORG Wealth Partners first reported a position in Oneok in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Oneok position peaked at $718K in Q1 2025.
1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.