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Catherine Avery Investment Management’s Oneok OKE Stock Holding History

Catherine Avery 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
Q2 		$6.12M Sell
70,408
-2,192
-3% -$193K 2.67% 16
2026
Q1 		$6.56M Buy
72,600
+15,036
+26% +$1.24M 2.94% 9
2025
Q4 		$4.23M Sell
57,564
-957
-2% -$67.8K 2.53% 23
2025
Q3 		$4.27M Buy
58,521
+58,252
+21,655% +$4.46M 2.75% 17
2025
Q2 		$22K Buy
269
+169
+169% +$14.1K 0.02% 84
2025
Q1 		$9.92K Hold
100
– – 0.01% 95
2024
Q4 		$10K Buy
+100
New +$10.2K 0.01% 90

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

Catherine Avery Investment Management's OKE Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Oneok (OKE) stake by 3% in Q2 2026, selling an estimated $193K and leaving 70,408 shares worth $6.12M. The position accounts for 2.67% of the portfolio, ranked #16.

Catherine Avery Investment Management first reported a position in OKE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.56M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Catherine Avery Investment Management held 70,408 shares of Oneok worth $6.12M as of Q2 2026.
  • Catherine Avery Investment Management sold 2,192 Oneok shares in Q2 2026, an estimated $193K.
  • Oneok made up 2.67% of Catherine Avery Investment Management's portfolio in Q2 2026, its #16 holding.
  • Catherine Avery Investment Management first reported a position in Oneok in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Oneok position peaked at $6.56M in Q1 2026.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.