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Cape Investment Advisory’s Oneok OKE Stock Holding History

Cape Investment Advisory’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 		$15.6K Buy
+179
New +$15.8K ﹤0.01% 761
2026
Q1 		– Sell
-156
Closed -$11.5K – 881
2025
Q4 		$11.5K Buy
156
+80
+105% +$5.67K ﹤0.01% 725
2025
Q3 		$5.55K Sell
76
-80
-51% -$6.13K 0.01% 500
2025
Q2 		$12.7K Hold
156
– – ﹤0.01% 592
2025
Q1 		$15.5K Buy
156
+69
+79% +$6.85K 0.01% 529
2024
Q4 		$8.73K Buy
87
+11
+14% +$1.13K ﹤0.01% 612
2024
Q3 		$6.93K Hold
76
– – ﹤0.01% 630
2024
Q2 		$6.2K Hold
76
– – ﹤0.01% 614
2024
Q1 		$6.09K Hold
76
– – ﹤0.01% 622
2023
Q4 		$5.34K Hold
76
– – ﹤0.01% 771
2023
Q3 		$4.82K Buy
+76
New +$4.96K ﹤0.01% 676

Other funds holding OKE

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cape Investment Advisory's OKE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Oneok (OKE) in Q2 2026: 179 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in OKE as recently as Q4 2025.

Cape Investment Advisory first reported a position in OKE in Q3 2023 and has held it in 11 quarters since. 455 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Cape Investment Advisory held 179 shares of Oneok worth $15.6K as of Q2 2026.
  • Oneok was a new Cape Investment Advisory position in Q2 2026.
  • Oneok made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #761 holding.
  • Cape Investment Advisory first reported a position in Oneok in Q3 2023 and has held it in 11 quarters since.
  • 455 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.