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Compass Financial Management’s Oneok OKE Stock Holding History

Compass Financial 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 		$2.71M Buy
+31,191
New +$2.75M 0.33% 82

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 $59.9B AUM 27.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Compass Financial Management's OKE Position: Q2 2026 in Review

Compass Financial Management opened a new position in Oneok (OKE) in Q2 2026: 31,191 shares worth $2.71M. The stake represents 0.33% of the portfolio and ranks #82 among its holdings.

1,579 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Compass Financial Management held 31,191 shares of Oneok worth $2.71M as of Q2 2026.
  • Oneok was a new Compass Financial Management position in Q2 2026.
  • Oneok made up 0.33% of Compass Financial Management's portfolio in Q2 2026, its #82 holding.
  • 1,579 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.