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PDS Planning’s Oneok OKE Stock Holding History

PDS Planning’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 		$509K Buy
5,855
+2,852
+95% +$251K 0.03% 295
2026
Q1 		$271K Buy
3,003
+26
+0.9% +$2.14K 0.02% 423
2025
Q4 		$219K Buy
+2,977
New +$211K 0.01% 486
2025
Q3 		– Sell
-2,761
Closed -$225K – 557
2025
Q2 		$225K Buy
2,761
+121
+5% +$10.1K 0.02% 444
2025
Q1 		$262K Buy
2,640
+309
+13% +$30.7K 0.02% 362
2024
Q4 		$234K Buy
2,331
+65
+3% +$6.65K 0.02% 362
2024
Q3 		$207K Buy
+2,266
New +$197K 0.02% 403

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

PDS Planning's OKE Position: Q2 2026 in Review

PDS Planning increased its Oneok (OKE) stake by 95% in Q2 2026, buying an estimated $251K and bringing the position to 5,855 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #295.

PDS Planning first reported a position in OKE in Q3 2024 and has held it in 7 quarters since. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • PDS Planning held 5,855 shares of Oneok worth $509K as of Q2 2026.
  • PDS Planning bought 2,852 Oneok shares in Q2 2026, an estimated $251K.
  • Oneok made up 0.03% of PDS Planning's portfolio in Q2 2026, its #295 holding.
  • PDS Planning first reported a position in Oneok in Q3 2024 and has held it in 7 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.