United Financial Planning Group’s Oneok OKE Stock Holding History

United Financial Planning 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 Q1	–	Sell	-31	Closed	-$2.28K	–	568
2025 Q4	$2.28K	Buy	+31	New	+$2.2K	﹤0.01%	326

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

United Financial Planning Group's OKE Position: Q1 2026 in Review

United Financial Planning Group sold out of Oneok (OKE) in Q1 2026, closing a stake of 31 shares — an estimated $2.28K sold.

United Financial Planning Group first reported a position in OKE in Q4 2025 and held it in 1 quarter. The position peaked at $2.28K in Q4 2025. 1,689 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

United Financial Planning Group reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
United Financial Planning Group sold 31 Oneok shares in Q1 2026, an estimated $2.28K.
United Financial Planning Group first reported a position in Oneok in Q4 2025 and held it in 1 quarter.
United Financial Planning Group's Oneok position peaked at $2.28K in Q4 2025.
1,689 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.