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Sound View Wealth Advisors Group’s Oneok OKE Stock Holding History

Sound View Wealth Advisors Group’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 		$429K Hold
4,931
– – 0.03% 306
2026
Q1 		$446K Sell
4,931
-1,020
-17% -$84K 0.03% 285
2025
Q4 		$437K Sell
5,951
-2,780
-32% -$197K 0.03% 292
2025
Q3 		$637K Sell
8,731
-194
-2% -$14.9K 0.04% 245
2025
Q2 		$729K Sell
8,925
-856
-9% -$71.4K 0.05% 222
2025
Q1 		$970K Sell
9,781
-100
-1% -$9.93K 0.08% 179
2024
Q4 		$992K Sell
9,881
-149
-1% -$15.2K 0.08% 178
2024
Q3 		$914K Buy
10,030
+4,567
+84% +$397K 0.07% 189
2024
Q2 		$446K Buy
5,463
+425
+8% +$33.9K 0.05% 246
2024
Q1 		$404K Sell
5,038
-1,959
-28% -$143K 0.04% 263
2023
Q4 		$491K Buy
6,997
+343
+5% +$23K 0.05% 236
2023
Q3 		$422K Buy
+6,654
New +$434K 0.05% 243
2023
Q1 		– Sell
-6,997
Closed -$491K – 403
2022
Q4 		$491K Buy
+6,997
New +$430K 0.05% 236
2020
Q1 		– Sell
-3,185
Closed -$241K – 229
2019
Q4 		$241K Sell
3,185
-46
-1% -$3.29K 0.07% 216
2019
Q3 		$238K Sell
3,231
-382
-11% -$27K 0.07% 220
2019
Q2 		$249K Buy
+3,613
New +$244K 0.07% 221

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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 $59.9B AUM 27.01% 1-Year Est. Return

Sound View Wealth Advisors Group's OKE Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its Oneok (OKE) position steady in Q2 2026 at 4,931 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #306.

Sound View Wealth Advisors Group first reported a position in OKE in Q2 2019 and has held it in 16 quarters since. The position peaked at $992K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Sound View Wealth Advisors Group held 4,931 shares of Oneok worth $429K as of Q2 2026.
  • Sound View Wealth Advisors Group left its Oneok share count unchanged in Q2 2026.
  • Oneok made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #306 holding.
  • Sound View Wealth Advisors Group first reported a position in Oneok in Q2 2019 and has held it in 16 quarters since.
  • Sound View Wealth Advisors Group's Oneok position peaked at $992K in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.