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Simplicity Wealth’s Oneok OKE Stock Holding History

Simplicity Wealth’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 		$399K Buy
4,594
+1,367
+42% +$120K 0.01% 722
2026
Q1 		$292K Buy
+3,227
New +$266K 0.02% 603
2024
Q3 		– Sell
-11,823
Closed -$964K – 985
2024
Q2 		$964K Buy
11,823
+442
+4% +$35.3K 0.02% 541
2024
Q1 		$912K Buy
+11,381
New +$831K 0.02% 547

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

Simplicity Wealth's OKE Position: Q2 2026 in Review

Simplicity Wealth increased its Oneok (OKE) stake by 42% in Q2 2026, buying an estimated $120K and bringing the position to 4,594 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #722.

Simplicity Wealth first reported a position in OKE in Q1 2024 and has held it in 4 quarters since. The position peaked at $964K in Q2 2024. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Simplicity Wealth held 4,594 shares of Oneok worth $399K as of Q2 2026.
  • Simplicity Wealth bought 1,367 Oneok shares in Q2 2026, an estimated $120K.
  • Oneok made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #722 holding.
  • Simplicity Wealth first reported a position in Oneok in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Oneok position peaked at $964K in Q2 2024.
  • 1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.