SOA Wealth Advisors’s Oneok OKE Stock Holding History

SOA Wealth Advisors’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	$139K	Buy	81,671 +81,003	+12,126%	+$7.14M	0.02%	253
2026 Q1	$60.4K	Buy	668 +158	+31%	+$13K	0.01%	335
2025 Q4	$37.5K	Hold	510	–	–	0.01%	412
2025 Q3	$37.2K	Hold	510	–	–	0.01%	420
2025 Q2	$41.6K	Hold	510	–	–	0.01%	395
2025 Q1	$50.6K	Hold	510	–	–	0.01%	341
2024 Q4	$51.2K	Hold	510	–	–	0.01%	330
2024 Q3	$46.5K	Hold	510	–	–	0.01%	328
2024 Q2	$41.6K	Hold	510	–	–	0.01%	335
2024 Q1	$40.9K	Hold	510	–	–	0.01%	331
2023 Q4	$35.8K	Buy	510 +377	+283%	+$25.3K	0.01%	337
2023 Q3	$8.44K	Buy	+133	New	+$8.68K	﹤0.01%	552
2022 Q3	–	Sell	-13	Closed	–	–	939
2022 Q2	$0	Sell	13 -45	-78%	-$2.92K	﹤0.01%	963
2022 Q1	$4K	Hold	58	–	–	﹤0.01%	723
2021 Q4	$3K	Hold	58	–	–	﹤0.01%	738
2021 Q3	$3K	Hold	58	–	–	﹤0.01%	757
2021 Q2	$3K	Buy	58 +12	+26%	+$639	﹤0.01%	731
2021 Q1	$2K	Buy	46 +8	+21%	+$364	﹤0.01%	721
2020 Q4	$1K	Buy	+38	New	+$1.28K	﹤0.01%	756

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

SOA Wealth Advisors's OKE Position: Q2 2026 in Review

SOA Wealth Advisors increased its Oneok (OKE) stake by 12,126% in Q2 2026, buying an estimated $7.14M and bringing the position to 81,671 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #253.

SOA Wealth Advisors first reported a position in OKE in Q4 2020 and has held it in 19 quarters since. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

SOA Wealth Advisors held 81,671 shares of Oneok worth $139K as of Q2 2026.
SOA Wealth Advisors bought 81,003 Oneok shares in Q2 2026, an estimated $7.14M.
Oneok made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #253 holding.
SOA Wealth Advisors first reported a position in Oneok in Q4 2020 and has held it in 19 quarters since.
1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.