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Plancorp LLC’s Oneok OKE Stock Holding History

Plancorp LLC’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 		$347K Buy
+3,761
New +$331K 0.01% 308
2020
Q1 		– Sell
-10,774
Closed -$815K – 184
2019
Q4 		$815K Buy
10,774
+17
+0.2% +$1.22K 0.25% 75
2019
Q3 		$793K Hold
10,757
– – 0.3% 63
2019
Q2 		$740K Buy
10,757
+505
+5% +$34K 0.29% 68
2019
Q1 		$716K Buy
10,252
+304
+3% +$19.7K 0.27% 73
2018
Q4 		$537K Sell
9,948
-126
-1% -$7.83K 0.24% 80
2018
Q3 		$683K Sell
10,074
-788
-7% -$53.9K 0.27% 78
2018
Q2 		$758K Hold
10,862
– – 0.3% 73
2018
Q1 		$618K Hold
10,862
– – 0.2% 81
2017
Q4 		$581K Buy
10,862
+476
+5% +$25.4K 0.19% 86
2017
Q3 		$576K Buy
+10,386
New +$561K 0.17% 84
2014
Q3 		– Sell
-3,700
Closed -$252K – 106
2014
Q2 		$252K Hold
3,700
– – 0.23% 61
2014
Q1 		$219K Buy
+3,700
New +$216K 0.15% 102

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

Plancorp LLC's OKE Position: Q2 2026 in Review

Plancorp LLC opened a new position in Oneok (OKE) in Q2 2026: 3,761 shares worth $347K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Plancorp LLC previously reported a position in OKE as recently as Q4 2019.

Plancorp LLC first reported a position in OKE in Q1 2014 and has held it in 13 quarters since. The position peaked at $815K in Q4 2019. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Plancorp LLC held 3,761 shares of Oneok worth $347K as of Q2 2026.
  • Oneok was a new Plancorp LLC position in Q2 2026.
  • Oneok made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #308 holding.
  • Plancorp LLC first reported a position in Oneok in Q1 2014 and has held it in 13 quarters since.
  • Plancorp LLC's Oneok position peaked at $815K in Q4 2019.
  • 1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.