Caldwell Sutter Capital
OKE icon

Caldwell Sutter Capital’s Oneok OKE Stock Holding History

Caldwell Sutter Capital’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
Q3 		$713K Sell
8,358
-106
-1% -$9.8K 0.27% 94
2026
Q2 		$736K Sell
8,464
-35
-0.4% -$3.08K 0.28% 92
2026
Q1 		$768K Buy
8,499
+321
+4% +$26.4K 0.31% 82
2025
Q4 		$601K Buy
8,178
+565
+7% +$40K 0.25% 101
2025
Q3 		$556K Buy
7,613
+332
+5% +$25.4K 0.24% 106
2025
Q2 		$594K Sell
7,281
-590
-7% -$49.2K 0.27% 99
2025
Q1 		$781K Sell
7,871
-605
-7% -$60.1K 0.37% 74
2024
Q4 		$851K Sell
8,476
-145
-2% -$14.8K 0.4% 68
2024
Q3 		$786K Sell
8,621
-47
-0.5% -$4.09K 0.37% 73
2024
Q2 		$707K Sell
8,668
-429
-5% -$34.3K 0.35% 79
2024
Q1 		$729K Sell
9,097
-146
-2% -$10.7K 0.35% 79
2023
Q4 		$649K Buy
9,243
+435
+5% +$29.2K 0.33% 86
2023
Q3 		$559K Buy
8,808
+4,896
+125% +$320K 0.31% 86
2023
Q2 		$241K Buy
3,912
+1,987
+103% +$123K 0.13% 156
2023
Q1 		$122K Buy
1,925
+1,285
+201% +$85.4K 0.09% 171
2022
Q4 		$42K Buy
+640
New +$39.3K 0.04% 185

Other funds holding OKE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Caldwell Sutter Capital's OKE Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its Oneok (OKE) stake by 1.3% in Q3 2026, selling an estimated $9.8K and leaving 8,358 shares worth $713K. The position accounts for 0.27% of the portfolio, ranked #94.

Caldwell Sutter Capital first reported a position in OKE in Q4 2022 and has held it in 16 quarters since. The position peaked at $851K in Q4 2024. 1,271 funds tracked by Wall St. Rank hold OKE as of Q3 2026.

  • Caldwell Sutter Capital held 8,358 shares of Oneok worth $713K as of Q3 2026.
  • Caldwell Sutter Capital sold 106 Oneok shares in Q3 2026, an estimated $9.8K.
  • Oneok made up 0.27% of Caldwell Sutter Capital's portfolio in Q3 2026, its #94 holding.
  • Caldwell Sutter Capital first reported a position in Oneok in Q4 2022 and has held it in 16 quarters since.
  • Caldwell Sutter Capital's Oneok position peaked at $851K in Q4 2024.
  • 1,271 funds tracked by Wall St. Rank held Oneok as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.