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Beacon Pointe Advisors’s Oneok OKE Stock Holding History

Beacon Pointe 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
Q1 		$13.8M Buy
153,081
+36,686
+32% +$3.02M 0.07% 250
2025
Q4 		$8.56M Sell
116,395
-77,756
-40% -$5.51M 0.06% 284
2025
Q3 		$14.2M Sell
194,151
-42,456
-18% -$3.25M 0.12% 166
2025
Q2 		$19.3M Sell
236,607
-62,000
-21% -$5.17M 0.2% 113
2025
Q1 		$29.6M Buy
298,607
+23,405
+9% +$2.32M 0.33% 62
2024
Q4 		$27.6M Sell
275,202
-15,318
-5% -$1.57M 0.31% 68
2024
Q3 		$26.5M Buy
290,520
+14,761
+5% +$1.28M 0.31% 75
2024
Q2 		$22.5M Buy
275,759
+6,205
+2% +$496K 0.27% 83
2024
Q1 		$21.6M Sell
269,554
-32,261
-11% -$2.35M 0.24% 94
2023
Q4 		$21.2M Buy
301,815
+78,657
+35% +$5.27M 0.25% 95
2023
Q3 		$14.2M Buy
223,158
+155,002
+227% +$10.1M 0.18% 127
2023
Q2 		$4.21M Buy
68,156
+29,410
+76% +$1.82M 0.07% 239
2023
Q1 		$2.46M Buy
38,746
+1,135
+3% +$75.4K 0.04% 353
2022
Q4 		$2.47M Buy
37,611
+9,348
+33% +$574K 0.05% 317
2022
Q3 		$1.45M Buy
28,263
+432
+2% +$25.7K 0.03% 386
2022
Q2 		$1.55M Buy
27,831
+1,154
+4% +$74.8K 0.03% 376
2022
Q1 		$1.88M Buy
26,677
+5,677
+27% +$363K 0.03% 462
2021
Q4 		$1.23M Sell
21,000
-4,618
-18% -$286K 0.03% 338
2021
Q3 		$1.49M Buy
25,618
+11,780
+85% +$633K 0.04% 331
2021
Q2 		$770K Buy
+13,838
New +$737K 0.03% 382

Other funds holding OKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Beacon Pointe Advisors's OKE Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Oneok (OKE) stake by 32% in Q1 2026, buying an estimated $3.02M and bringing the position to 153,081 shares worth $13.8M. The position accounts for 0.07% of the portfolio, ranked #250.

Beacon Pointe Advisors first reported a position in OKE in Q2 2021 and has held it in 20 quarters since. The position peaked at $29.6M in Q1 2025. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Beacon Pointe Advisors held 153,081 shares of Oneok worth $13.8M as of Q1 2026.
  • Beacon Pointe Advisors bought 36,686 Oneok shares in Q1 2026, an estimated $3.02M.
  • Oneok made up 0.07% of Beacon Pointe Advisors's portfolio in Q1 2026, its #250 holding.
  • Beacon Pointe Advisors first reported a position in Oneok in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Oneok position peaked at $29.6M in Q1 2025.
  • 1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.