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Beese Fulmer Investment Management’s Oneok OKE Stock Holding History

Beese Fulmer Investment Management’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 		– Sell
-2,969
Closed -$218K – 468
2025
Q4 		$218K Sell
2,969
-136
-4% -$9.63K 0.01% 368
2025
Q3 		$227K Buy
3,105
+260
+9% +$19.9K 0.02% 275
2025
Q2 		$232K Buy
+2,845
New +$237K 0.02% 265
2020
Q3 		– Sell
-1,200
Closed -$40K – 431
2020
Q2 		$40K Buy
+1,200
New +$39.1K 0.01% 343

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

Beese Fulmer Investment Management's OKE Position: Q1 2026 in Review

Beese Fulmer Investment Management sold out of Oneok (OKE) in Q1 2026, closing a stake of 2,969 shares — an estimated $218K sold.

Beese Fulmer Investment Management first reported a position in OKE in Q2 2020 and held it in 4 quarters. The position peaked at $232K in Q2 2025. 1,681 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Beese Fulmer Investment Management reported no remaining Oneok position as of Q1 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 2,969 Oneok shares in Q1 2026, an estimated $218K.
  • Beese Fulmer Investment Management first reported a position in Oneok in Q2 2020 and held it in 4 quarters.
  • Beese Fulmer Investment Management's Oneok position peaked at $232K in Q2 2025.
  • 1,681 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.