PlanVest Financial’s Oneok OKE Stock Holding History

PlanVest Financial’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	$124K	Hold	1,421	–	–	0.08%	137
2026 Q1	$128K	Buy	+1,421	New	+$117K	0.1%	121

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 $59.9B AUM 27.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PlanVest Financial's OKE Position: Q2 2026 in Review

PlanVest Financial held its Oneok (OKE) position steady in Q2 2026 at 1,421 shares worth $124K. The position accounts for 0.08% of the portfolio, ranked #137.

PlanVest Financial first reported a position in OKE in Q1 2026 and has held it in 2 quarters since. The position peaked at $128K in Q1 2026. 1,579 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

PlanVest Financial held 1,421 shares of Oneok worth $124K as of Q2 2026.
PlanVest Financial left its Oneok share count unchanged in Q2 2026.
Oneok made up 0.08% of PlanVest Financial's portfolio in Q2 2026, its #137 holding.
PlanVest Financial first reported a position in Oneok in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Oneok position peaked at $128K in Q1 2026.
1,579 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.