Wealthspire Advisors (New York)’s Oneok OKE Stock Holding History

Wealthspire Advisors (New York)’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	$2.35M	Buy	27,002 +631	+2%	+$55.6K	0.01%	393
2026 Q1	$2.38M	Sell	26,371 -2,704	-9%	-$223K	0.02%	261
2025 Q4	$2.14M	Buy	29,075 +7,315	+34%	+$518K	0.02%	284
2025 Q3	$1.59M	Sell	21,760 -464	-2%	-$35.5K	0.01%	312
2025 Q2	$1.81M	Buy	22,224 +472	+2%	+$39.4K	0.01%	293
2025 Q1	$2.16M	Sell	21,752 -30,327	-58%	-$3.01M	0.01%	265
2024 Q4	$5.23M	Sell	52,079 -8,988	-15%	-$919K	0.05%	143
2024 Q3	$5.57M	Sell	61,067 -262	-0.4%	-$22.8K	0.06%	145
2024 Q2	$5M	Sell	61,329 -1,031	-2%	-$82.4K	0.06%	117
2024 Q1	$5M	Buy	62,360 +509	+0.8%	+$37.2K	0.07%	112
2023 Q4	$4.34M	Buy	61,851 +7,925	+15%	+$531K	0.06%	120
2023 Q3	$3.42M	Buy	53,926 +34,630	+179%	+$2.26M	0.06%	125
2023 Q2	$1.19M	Buy	19,296 +171	+0.9%	+$10.6K	0.02%	225
2023 Q1	$1.22M	Sell	19,125 -1,318	-6%	-$87.6K	0.02%	216
2022 Q4	$1.34M	Sell	20,443 -2,153	-10%	-$132K	0.02%	208
2022 Q3	$1.16M	Buy	22,596 +894	+4%	+$53.2K	0.02%	201
2022 Q2	$1.2M	Buy	+21,702	New	+$1.41M	0.03%	192
2022 Q1	–	Sell	-5,587	Closed	-$328K	–	518
2021 Q4	$328K	Buy	5,587 +1,798	+47%	+$112K	0.01%	403
2021 Q3	$220K	Buy	+3,789	New	+$204K	﹤0.01%	532
2021 Q2	–	Sell	-7,382	Closed	-$374K	–	573
2021 Q1	$374K	Buy	7,382 +187	+3%	+$8.5K	0.01%	482
2020 Q4	$276K	Buy	+7,195	New	+$242K	0.01%	464
2020 Q2	–	Sell	-12,151	Closed	-$265K	–	451
2020 Q1	$265K	Buy	+12,151	New	+$740K	0.01%	414
2019 Q1	–	Sell	-96	Closed	-$5K	–	571
2018 Q4	$5K	Buy	+96	New	+$5.96K	﹤0.01%	651

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

Wealthspire Advisors (New York)'s OKE Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Oneok (OKE) stake by 2.4% in Q2 2026, buying an estimated $55.6K and bringing the position to 27,002 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #393.

Wealthspire Advisors (New York) first reported a position in OKE in Q4 2018 and has held it in 23 quarters since. The position peaked at $5.57M in Q3 2024. 1,658 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Wealthspire Advisors (New York) held 27,002 shares of Oneok worth $2.35M as of Q2 2026.
Wealthspire Advisors (New York) bought 631 Oneok shares in Q2 2026, an estimated $55.6K.
Oneok made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #393 holding.
Wealthspire Advisors (New York) first reported a position in Oneok in Q4 2018 and has held it in 23 quarters since.
Wealthspire Advisors (New York)'s Oneok position peaked at $5.57M in Q3 2024.
1,658 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.