United Capital Financial Advisors’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.95M Sell
33,979
-733
-2% -$64.6K 0.02% 490
2026
Q1
$3.14M Buy
34,712
+4,283
+14% +$353K 0.02% 462
2025
Q4
$2.24M Buy
30,429
+2,253
+8% +$160K 0.01% 509
2025
Q3
$2.06M Buy
28,176
+4,330
+18% +$332K 0.01% 461
2025
Q2
$1.95M Sell
23,846
-1,813
-7% -$151K 0.02% 450
2025
Q1
$2.55M Buy
25,659
+2,645
+11% +$263K 0.02% 378
2024
Q4
$2.31M Sell
23,014
-2,826
-11% -$289K 0.02% 391
2024
Q3
$2.35M Buy
25,840
+395
+2% +$34.4K 0.02% 381
2024
Q2
$2.08M Sell
25,445
-17,606
-41% -$1.41M 0.02% 397
2024
Q1
$3.45M Sell
43,051
-264,507
-86% -$19.3M 0.03% 337
2023
Q4
$21.6M Sell
307,558
-210,524
-41% -$14.1M 0.18% 119
2023
Q3
$32.9M Buy
518,082
+4,113
+0.8% +$269K 0.22% 99
2023
Q2
$31.7M Sell
513,969
-11,279
-2% -$698K 0.17% 114
2023
Q1
$33.4M Sell
525,248
-5,094
-1% -$338K 0.19% 105
2022
Q4
$34.8M Sell
530,342
-1,377
-0.3% -$84.6K 0.2% 107
2022
Q3
$27.2M Sell
531,719
-4,523
-0.8% -$269K 0.16% 127
2022
Q2
$29.8M Sell
536,242
-67,249
-11% -$4.36M 0.16% 128
2022
Q1
$42.6M Sell
603,491
-36,849
-6% -$2.36M 0.21% 99
2021
Q4
$37.6M Sell
640,340
-19,259
-3% -$1.19M 0.17% 123
2021
Q3
$38.3M Sell
659,599
-3,426
-0.5% -$184K 0.19% 110
2021
Q2
$36.9M Sell
663,025
-42,700
-6% -$2.27M 0.19% 116
2021
Q1
$35.8M Buy
705,725
+25,853
+4% +$1.17M 0.2% 110
2020
Q4
$26.1M Buy
679,872
+2,775
+0.4% +$93.3K 0.16% 146
2020
Q3
$17.6M Buy
677,097
+80,254
+13% +$2.23M 0.11% 186
2020
Q2
$19.8M Buy
596,843
+12,786
+2% +$417K 0.14% 155
2020
Q1
$12.7M Buy
584,057
+280,742
+93% +$17.1M 0.11% 199
2019
Q4
$23M Buy
303,315
+20,402
+7% +$1.46M 0.15% 162
2019
Q3
$20.8M Sell
282,913
-452
-0.2% -$32K 0.15% 164
2019
Q2
$19.5M Buy
283,365
+29,295
+12% +$1.97M 0.13% 173
2019
Q1
$17.7M Buy
254,070
+37,050
+17% +$2.4M 0.12% 178
2018
Q4
$11.7M Buy
217,020
+17,640
+9% +$1.1M 0.09% 231
2018
Q3
$13.5M Buy
199,380
+10,629
+6% +$728K 0.1% 236
2018
Q2
$13.2M Buy
188,751
+8,016
+4% +$516K 0.1% 237
2018
Q1
$10.3M Buy
180,735
+12,473
+7% +$716K 0.08% 283
2017
Q4
$8.99M Buy
168,262
+1,203
+0.7% +$64.2K 0.07% 312
2017
Q3
$9.26M Buy
167,059
+162,127
+3,287% +$8.76M 0.08% 297
2017
Q2
$257K Buy
4,932
+166
+3% +$8.59K ﹤0.01% 1125
2017
Q1
$264K Sell
4,766
-282
-6% -$15.5K ﹤0.01% 1092
2016
Q4
$290K Buy
5,048
+838
+20% +$44K ﹤0.01% 1064
2016
Q3
$216K Sell
4,210
-1,969
-32% -$93.2K ﹤0.01% 1169
2016
Q2
$290K Buy
+6,179
New +$245K ﹤0.01% 1045
2015
Q4
Sell
-7,498
Closed -$241K 1265
2015
Q3
$241K Sell
7,498
-918
-11% -$33.5K ﹤0.01% 1109
2015
Q2
$332K Buy
+8,416
New +$373K ﹤0.01% 1049

Other funds holding OKE

United Capital Financial Advisors's OKE Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Oneok (OKE) stake by 2.1% in Q2 2026, selling an estimated $64.6K and leaving 33,979 shares worth $2.95M. The position accounts for 0.02% of the portfolio, ranked #490.

United Capital Financial Advisors first reported a position in OKE in Q2 2015 and has held it in 43 quarters since. The position peaked at $42.6M in Q1 2022. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • United Capital Financial Advisors held 33,979 shares of Oneok worth $2.95M as of Q2 2026.
  • United Capital Financial Advisors sold 733 Oneok shares in Q2 2026, an estimated $64.6K.
  • Oneok made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #490 holding.
  • United Capital Financial Advisors first reported a position in Oneok in Q2 2015 and has held it in 43 quarters since.
  • United Capital Financial Advisors's Oneok position peaked at $42.6M in Q1 2022.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.