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Whipplewood Advisors’s Oneok OKE Stock Holding History

Whipplewood 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 		$47.3K Sell
544
-1,500
-73% -$132K 0.03% 144
2026
Q1 		$185K Hold
2,044
– – 0.1% 133
2025
Q4 		$150K Hold
2,044
– – 0.1% 140
2025
Q3 		$149K Sell
2,044
-33
-2% -$2.53K 0.1% 137
2025
Q2 		$170K Buy
2,077
+2,062
+13,747% +$172K 0.09% 184
2025
Q1 		$213K Sell
15
-2,134
-99% -$212K 0.13% 151
2024
Q4 		$216K Buy
+2,149
New +$220K 0.12% 152

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Whipplewood Advisors's OKE Position: Q2 2026 in Review

Whipplewood Advisors reduced its Oneok (OKE) stake by 73% in Q2 2026, selling an estimated $132K and leaving 544 shares worth $47.3K. The position accounts for 0.03% of the portfolio, ranked #144.

Whipplewood Advisors first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. The position peaked at $216K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Whipplewood Advisors held 544 shares of Oneok worth $47.3K as of Q2 2026.
  • Whipplewood Advisors sold 1,500 Oneok shares in Q2 2026, an estimated $132K.
  • Oneok made up 0.03% of Whipplewood Advisors's portfolio in Q2 2026, its #144 holding.
  • Whipplewood Advisors first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Oneok position peaked at $216K in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.