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RAFFA WEALTH MANAGEMENT, LLC’s Oneok OKE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$38.6K Buy
444
+11
+3% +$969 ﹤0.01% 194
2026
Q1 		$39.1K Buy
433
+54
+14% +$4.45K 0.01% 187
2025
Q4 		$27.9K Buy
379
+44
+13% +$3.12K ﹤0.01% 223
2025
Q3 		$24.4K Buy
335
+32
+11% +$2.45K ﹤0.01% 237
2025
Q2 		$24.7K Buy
303
+82
+37% +$6.84K ﹤0.01% 242
2025
Q1 		$21.9K Sell
221
-69
-24% -$6.85K 0.01% 214
2024
Q4 		$29.1K Sell
290
-9
-3% -$921 0.01% 190
2024
Q3 		$27.2K Hold
299
– – 0.01% 192
2024
Q2 		$24.4K Sell
299
-7
-2% -$559 0.01% 283
2024
Q1 		$24.5K Buy
306
+110
+56% +$8.03K 0.01% 269
2023
Q4 		$13.8K Hold
196
– – ﹤0.01% 248
2023
Q3 		$12.4K Hold
196
– – ﹤0.01% 240
2023
Q2 		$12.1K Buy
196
+4
+2% +$247 ﹤0.01% 255
2023
Q1 		$12.2K Buy
192
+1
+0.5% +$66 ﹤0.01% 268
2022
Q4 		$12.5K Buy
191
+2
+1% +$123 0.01% 254
2022
Q3 		$9.68K Hold
189
– – ﹤0.01% 283
2022
Q2 		$10.5K Hold
189
– – ﹤0.01% 285
2022
Q1 		$13.3K Hold
189
– – 0.01% 257
2021
Q4 		$11.1K Buy
189
+5
+3% +$310 ﹤0.01% 288
2021
Q3 		$10.7K Buy
184
+21
+13% +$1.13K ﹤0.01% 254
2021
Q2 		$9.07K Sell
163
-44
-21% -$2.34K ﹤0.01% 272
2021
Q1 		$10.5K Hold
207
– – ﹤0.01% 272
2020
Q4 		$7.95K Buy
207
+55
+36% +$1.85K ﹤0.01% 283
2020
Q3 		$3.95K Hold
152
– – ﹤0.01% 366
2020
Q2 		$5.05K Buy
152
+39
+35% +$1.27K ﹤0.01% 313
2020
Q1 		$2.46K Buy
113
+36
+47% +$2.19K ﹤0.01% 389
2019
Q4 		$5.83K Hold
77
– – ﹤0.01% 262
2019
Q3 		$5.67K Buy
+77
New +$5.45K ﹤0.01% 262
2019
Q2 		– Sell
-77
Closed -$5.38K – 1190
2019
Q1 		$5.38K Hold
77
– – ﹤0.01% 224
2018
Q4 		$4.15K Hold
77
– – ﹤0.01% 257
2018
Q3 		$5.22K Hold
77
– – ﹤0.01% 256
2018
Q2 		$5.38K Hold
77
– – ﹤0.01% 244
2018
Q1 		$4.38K Buy
+77
New +$4.42K ﹤0.01% 255
2017
Q1 		– Sell
-8
Closed -$459 – 711
2016
Q4 		$459 Hold
8
– – ﹤0.01% 781
2016
Q3 		$411 Hold
8
– – ﹤0.01% 789
2016
Q2 		$380 Hold
8
– – ﹤0.01% 780
2016
Q1 		$239 Hold
8
– – ﹤0.01% 817
2015
Q4 		$197 Hold
8
– – ﹤0.01% 829
2015
Q3 		$258 Hold
8
– – ﹤0.01% 812
2015
Q2 		$316 Hold
8
– – ﹤0.01% 810
2015
Q1 		$386 Hold
8
– – ﹤0.01% 785
2014
Q4 		$398 Hold
8
– – ﹤0.01% 729
2014
Q3 		$524 Buy
+8
New +$536 ﹤0.01% 610
2014
Q1 		– Sell
-9
Closed -$398 – 591
2013
Q4 		$398 Buy
+9
New +$451 ﹤0.01% 729

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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's OKE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Oneok (OKE) stake by 2.5% in Q2 2026, buying an estimated $969 and bringing the position to 444 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in OKE in Q4 2013 and has held it in 44 quarters since. The position peaked at $39.1K in Q1 2026. 565 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 444 shares of Oneok worth $38.6K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 11 Oneok shares in Q2 2026, an estimated $969.
  • Oneok made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #194 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Oneok in Q4 2013 and has held it in 44 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Oneok position peaked at $39.1K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.