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Wealth Alliance’s Oneok OKE Stock Holding History

Wealth Alliance’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 		$347K Sell
3,994
-88
-2% -$7.75K 0.03% 411
2026
Q1 		$369K Sell
4,082
-28
-0.7% -$2.31K 0.04% 373
2025
Q4 		$302K Buy
4,110
+1,335
+48% +$94.6K 0.03% 427
2025
Q3 		$203K Sell
2,775
-876
-24% -$67.1K 0.02% 533
2025
Q2 		$298K Buy
3,651
+121
+3% +$10.1K 0.03% 409
2025
Q1 		$350K Buy
3,530
+246
+7% +$24.4K 0.04% 356
2024
Q4 		$330K Sell
3,284
-272
-8% -$27.8K 0.04% 357
2024
Q3 		$324K Buy
+3,556
New +$309K 0.04% 380

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealth Alliance's OKE Position: Q2 2026 in Review

Wealth Alliance reduced its Oneok (OKE) stake by 2.2% in Q2 2026, selling an estimated $7.75K and leaving 3,994 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #411.

Wealth Alliance first reported a position in OKE in Q3 2024 and has held it in 8 quarters since. The position peaked at $369K in Q1 2026. 1,658 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Wealth Alliance held 3,994 shares of Oneok worth $347K as of Q2 2026.
  • Wealth Alliance sold 88 Oneok shares in Q2 2026, an estimated $7.75K.
  • Oneok made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #411 holding.
  • Wealth Alliance first reported a position in Oneok in Q3 2024 and has held it in 8 quarters since.
  • Wealth Alliance's Oneok position peaked at $369K in Q1 2026.
  • 1,658 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.