WWA
OKE icon

WCG Wealth Advisors’s Oneok OKE Stock Holding History

WCG 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 		$5.26M Sell
60,503
-1,535
-2% -$135K 0.12% 163
2026
Q1 		$5.61M Sell
62,038
-10,272
-14% -$846K 0.16% 144
2025
Q4 		$5.31M Sell
72,310
-729
-1% -$51.6K 0.15% 143
2025
Q3 		$5.33M Sell
73,039
-1,105
-1% -$84.6K 0.33% 81
2025
Q2 		$6.05M Sell
74,144
-7,772
-9% -$648K 0.39% 77
2025
Q1 		$8.13M Buy
81,916
+32,261
+65% +$3.2M 0.62% 48
2024
Q4 		$4.99M Buy
49,655
+5,901
+13% +$604K 0.33% 89
2024
Q3 		$3.99M Sell
43,754
-18,944
-30% -$1.65M 0.27% 100
2024
Q2 		$5.11M Buy
62,698
+32,809
+110% +$2.62M 0.38% 75
2024
Q1 		$2.4M Sell
29,889
-175
-0.6% -$12.8K 0.2% 109
2023
Q4 		$2.11M Buy
30,064
+1,835
+7% +$123K 0.16% 129
2023
Q3 		$1.79M Buy
+28,229
New +$1.84M 0.13% 145

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

WCG Wealth Advisors reduced its Oneok (OKE) stake by 2.5% in Q2 2026, selling an estimated $135K and leaving 60,503 shares worth $5.26M. The position accounts for 0.12% of the portfolio, ranked #163.

WCG Wealth Advisors first reported a position in OKE in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.13M in Q1 2025. 1,659 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • WCG Wealth Advisors held 60,503 shares of Oneok worth $5.26M as of Q2 2026.
  • WCG Wealth Advisors sold 1,535 Oneok shares in Q2 2026, an estimated $135K.
  • Oneok made up 0.12% of WCG Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • WCG Wealth Advisors first reported a position in Oneok in Q3 2023 and has held it in 12 quarters since.
  • WCG Wealth Advisors's Oneok position peaked at $8.13M in Q1 2025.
  • 1,659 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.