Strategic Financial Concepts’s Oneok OKE Stock Holding History

Strategic Financial Concepts’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	$301K	Sell	3,457 -7,557	-69%	-$666K	0.09%	179
2026 Q1	$996K	Buy	11,014 +3,368	+44%	+$277K	0.25%	95
2025 Q4	$562K	Buy	7,646 +4,225	+124%	+$299K	0.51%	52
2025 Q3	$244K	Sell	3,421 -48	-1%	-$3.68K	0.04%	228
2025 Q2	$283K	Sell	3,469 -7,769	-69%	-$648K	0.04%	204
2025 Q1	$1.12M	Sell	11,238 -1,204	-10%	-$120K	0.21%	109
2024 Q4	$1.25M	Buy	12,442 +7,618	+158%	+$779K	0.24%	90
2024 Q3	$440K	Sell	4,824 -400,334	-99%	-$34.8M	0.14%	139
2024 Q2	$642K	Buy	405,158 +392,644	+3,138%	+$31.4M	0.37%	65
2024 Q1	$1M	Buy	12,514 +4,815	+63%	+$351K	0.24%	95
2023 Q4	$541K	Sell	7,699 -4,951	-39%	-$332K	0.32%	78
2023 Q3	$802K	Buy	12,650 +531	+4%	+$34.7K	0.27%	88
2023 Q2	$748K	Sell	12,119 -2,732	-18%	-$169K	0.28%	87
2023 Q1	$944K	Buy	+14,851	New	+$987K	0.38%	66

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

Strategic Financial Concepts's OKE Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Oneok (OKE) stake by 69% in Q2 2026, selling an estimated $666K and leaving 3,457 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #179.

Strategic Financial Concepts first reported a position in OKE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.25M in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Strategic Financial Concepts held 3,457 shares of Oneok worth $301K as of Q2 2026.
Strategic Financial Concepts sold 7,557 Oneok shares in Q2 2026, an estimated $666K.
Oneok made up 0.09% of Strategic Financial Concepts's portfolio in Q2 2026, its #179 holding.
Strategic Financial Concepts first reported a position in Oneok in Q1 2023 and has held it in 14 quarters since.
Strategic Financial Concepts's Oneok position peaked at $1.25M in Q4 2024.
1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.