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Advus Financial Partners, LLC’s Oneok OKE Stock Holding History

Advus Financial Partners, LLC’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 		$359K Buy
4,132
+80
+2% +$7.05K 0.08% 174
2026
Q1 		$366K Hold
4,052
– – 0.09% 156
2025
Q4 		$298K Sell
4,052
-728
-15% -$51.6K 0.07% 186
2025
Q3 		$349K Sell
4,780
-1,361
-22% -$104K 0.08% 174
2025
Q2 		$501K Buy
6,141
+9
+0.1% +$750 0.13% 115
2025
Q1 		$608K Buy
6,132
+480
+8% +$47.6K 0.17% 90
2024
Q4 		$567K Buy
5,652
+66
+1% +$6.75K 0.16% 94
2024
Q3 		$509K Buy
5,586
+1,971
+55% +$171K 0.15% 100
2024
Q2 		$295K Sell
3,615
-369
-9% -$29.5K 0.09% 145
2024
Q1 		$319K Sell
3,984
-18
-0.4% -$1.31K 0.1% 135
2023
Q4 		$281K Buy
4,002
+316
+9% +$21.2K 0.1% 138
2023
Q3 		$234K Buy
+3,686
New +$241K 0.09% 134

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

Advus Financial Partners, LLC's OKE Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Oneok (OKE) stake by 2% in Q2 2026, buying an estimated $7.05K and bringing the position to 4,132 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #174.

Advus Financial Partners, LLC first reported a position in OKE in Q3 2023 and has held it in 12 quarters since. The position peaked at $608K in Q1 2025. 1,652 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Advus Financial Partners, LLC held 4,132 shares of Oneok worth $359K as of Q2 2026.
  • Advus Financial Partners, LLC bought 80 Oneok shares in Q2 2026, an estimated $7.05K.
  • Oneok made up 0.08% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #174 holding.
  • Advus Financial Partners, LLC first reported a position in Oneok in Q3 2023 and has held it in 12 quarters since.
  • Advus Financial Partners, LLC's Oneok position peaked at $608K in Q1 2025.
  • 1,652 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.