Valued Wealth Advisors’s Oneok OKE Stock Holding History

Valued Wealth Advisors’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	$15.6K	Sell	179 -7	-4%	-$617	0.01%	238
2026 Q1	$16.8K	Buy	186 +87	+88%	+$7.16K	0.01%	201
2025 Q4	$7.25K	Sell	99 -41	-29%	-$2.9K	﹤0.01%	254
2025 Q3	$10.2K	Sell	140 -19	-12%	-$1.46K	﹤0.01%	213
2025 Q2	$13K	Sell	159 -3	-2%	-$250	0.01%	190
2025 Q1	$16K	Buy	162 +1	+0.6%	+$99	0.01%	176
2024 Q4	$16.2K	Sell	161 -6	-4%	-$614	0.01%	175
2024 Q3	$15.2K	Buy	167 +7	+4%	+$609	0.01%	171
2024 Q2	$13.1K	Buy	160 +41	+34%	+$3.27K	0.01%	172
2024 Q1	$9.55K	Buy	119 +38	+47%	+$2.77K	0.01%	187
2023 Q4	$5.14K	Buy	+81	New	+$5.43K	﹤0.01%	193

Other funds holding OKE

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valued Wealth Advisors's OKE Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Oneok (OKE) stake by 3.8% in Q2 2026, selling an estimated $617 and leaving 179 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #238.

Valued Wealth Advisors first reported a position in OKE in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.8K in Q1 2026. 508 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Valued Wealth Advisors held 179 shares of Oneok worth $15.6K as of Q2 2026.
Valued Wealth Advisors sold 7 Oneok shares in Q2 2026, an estimated $617.
Oneok made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #238 holding.
Valued Wealth Advisors first reported a position in Oneok in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Oneok position peaked at $16.8K in Q1 2026.
508 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.