Selective Wealth Management’s Oneok OKE Stock Holding History

Selective Wealth Management’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	$426K	Sell	4,554 -1	-0%	-$88	0.11%	97
2026 Q1	$407K	Sell	4,555 -670	-13%	-$55.2K	0.12%	89
2025 Q4	$383K	Sell	5,225 -1,372	-21%	-$97.2K	0.12%	76
2025 Q3	$478K	Sell	6,597 -391	-6%	-$29.9K	0.15%	65
2025 Q2	$567K	Sell	6,988 -4,529	-39%	-$378K	0.21%	53
2025 Q1	$951K	Sell	11,517 -2,725	-19%	-$271K	0.41%	35
2024 Q4	$1.51M	Buy	14,242 +606	+4%	+$62K	0.61%	24
2024 Q3	$1.28M	Sell	13,636 -2,708	-17%	-$236K	0.53%	29
2024 Q2	$1.35M	Sell	16,344 -1,305	-7%	-$104K	0.59%	27
2024 Q1	$1.4M	Sell	17,649 -344	-2%	-$25.1K	0.61%	28
2023 Q4	$1.28M	Sell	17,993 -812	-4%	-$54.4K	0.64%	27
2023 Q3	$1.15M	Buy	18,805 +3,788	+25%	+$247K	0.63%	26
2023 Q2	$937K	Buy	+15,017	New	+$929K	0.47%	32
2022 Q4	$1.11M	Sell	15,966 -15,753	-50%	-$968K	0.59%	29
2022 Q3	$1.63M	Buy	31,719 +978	+3%	+$58.2K	0.7%	28
2022 Q2	$1.71M	Buy	30,741 +19,520	+174%	+$1.27M	0.61%	30
2022 Q1	$793K	Buy	+11,221	New	+$718K	0.29%	44
2021 Q1	–	Sell	-50	Closed	-$2K	–	418
2020 Q4	$2K	Buy	+50	New	+$1.68K	﹤0.01%	342

Other funds holding OKE

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Selective Wealth Management's OKE Position: Q2 2026 in Review

Selective Wealth Management reduced its Oneok (OKE) stake by 0.02% in Q2 2026, selling an estimated $88 and leaving 4,554 shares worth $426K. The position accounts for 0.11% of the portfolio, ranked #97.

Selective Wealth Management first reported a position in OKE in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.71M in Q2 2022. 705 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Selective Wealth Management held 4,554 shares of Oneok worth $426K as of Q2 2026.
Selective Wealth Management sold 1 Oneok share in Q2 2026, an estimated $88.
Oneok made up 0.11% of Selective Wealth Management's portfolio in Q2 2026, its #97 holding.
Selective Wealth Management first reported a position in Oneok in Q4 2020 and has held it in 18 quarters since.
Selective Wealth Management's Oneok position peaked at $1.71M in Q2 2022.
705 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.