Walled Lake Planning & Wealth Management’s Oneok OKE Stock Holding History

Walled Lake Planning & Wealth 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	$312K	Buy	3,593 +42	+1%	+$3.7K	0.08%	109
2026 Q1	$321K	Buy	3,551 +44	+1%	+$3.62K	0.09%	105
2025 Q4	$258K	Buy	3,507 +88	+3%	+$6.24K	0.08%	115
2025 Q3	$250K	Buy	3,419 +46	+1%	+$3.52K	0.08%	119
2025 Q2	$275K	Buy	3,373 +40	+1%	+$3.33K	0.09%	111
2025 Q1	$331K	Buy	3,333 +35	+1%	+$3.47K	0.12%	93
2024 Q4	$331K	Buy	3,298 +29	+0.9%	+$2.97K	0.12%	99
2024 Q3	$298K	Buy	3,269 +38	+1%	+$3.31K	0.11%	100
2024 Q2	$263K	Buy	+3,231	New	+$258K	0.11%	96

Other funds holding OKE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

Walled Lake Planning & Wealth Management increased its Oneok (OKE) stake by 1.2% in Q2 2026, buying an estimated $3.7K and bringing the position to 3,593 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #109.

Walled Lake Planning & Wealth Management first reported a position in OKE in Q2 2024 and has held it in 9 quarters since. The position peaked at $331K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Walled Lake Planning & Wealth Management held 3,593 shares of Oneok worth $312K as of Q2 2026.
Walled Lake Planning & Wealth Management bought 42 Oneok shares in Q2 2026, an estimated $3.7K.
Oneok made up 0.08% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #109 holding.
Walled Lake Planning & Wealth Management first reported a position in Oneok in Q2 2024 and has held it in 9 quarters since.
Walled Lake Planning & Wealth Management's Oneok position peaked at $331K in Q4 2024.
1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.