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Total Wealth Planning & Management’s Oneok OKE Stock Holding History

Total Wealth Planning & Management’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 		$575K Sell
6,616
-52
-0.8% -$4.58K 0.39% 87
2026
Q1 		$603K Buy
+6,668
New +$549K 0.45% 75
2025
Q2 		– Sell
-2,145
Closed -$213K – 235
2025
Q1 		$213K Buy
2,145
+19
+0.9% +$1.89K 0.2% 170
2024
Q4 		$213K Buy
+2,126
New +$217K 0.19% 172

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

Total Wealth Planning & Management's OKE Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Oneok (OKE) stake by 0.78% in Q2 2026, selling an estimated $4.58K and leaving 6,616 shares worth $575K. The position accounts for 0.39% of the portfolio, ranked #87.

Total Wealth Planning & Management first reported a position in OKE in Q4 2024 and has held it in 4 quarters since. The position peaked at $603K in Q1 2026. 1,656 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Total Wealth Planning & Management held 6,616 shares of Oneok worth $575K as of Q2 2026.
  • Total Wealth Planning & Management sold 52 Oneok shares in Q2 2026, an estimated $4.58K.
  • Oneok made up 0.39% of Total Wealth Planning & Management's portfolio in Q2 2026, its #87 holding.
  • Total Wealth Planning & Management first reported a position in Oneok in Q4 2024 and has held it in 4 quarters since.
  • Total Wealth Planning & Management's Oneok position peaked at $603K in Q1 2026.
  • 1,656 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.