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Soltis Investment Advisors’s Oneok OKE Stock Holding History

Soltis Investment 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 		$206K Buy
2,365
+99
+4% +$8.72K 0.01% 620
2026
Q1 		$205K Sell
2,266
-3,117
-58% -$257K 0.01% 545
2025
Q4 		$396K Sell
5,383
-736
-12% -$52.1K 0.03% 361
2025
Q3 		$446K Buy
6,119
+345
+6% +$26.4K 0.03% 316
2025
Q2 		$471K Buy
+5,774
New +$481K 0.04% 261
2025
Q1 		– Sell
-2,043
Closed -$205K – 385
2024
Q4 		$205K Buy
+2,043
New +$209K 0.02% 353

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Soltis Investment Advisors's OKE Position: Q2 2026 in Review

Soltis Investment Advisors increased its Oneok (OKE) stake by 4.4% in Q2 2026, buying an estimated $8.72K and bringing the position to 2,365 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #620.

Soltis Investment Advisors first reported a position in OKE in Q4 2024 and has held it in 6 quarters since. The position peaked at $471K in Q2 2025. 1,659 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Soltis Investment Advisors held 2,365 shares of Oneok worth $206K as of Q2 2026.
  • Soltis Investment Advisors bought 99 Oneok shares in Q2 2026, an estimated $8.72K.
  • Oneok made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #620 holding.
  • Soltis Investment Advisors first reported a position in Oneok in Q4 2024 and has held it in 6 quarters since.
  • Soltis Investment Advisors's Oneok position peaked at $471K in Q2 2025.
  • 1,659 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.