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Everest Financial Group’s Oneok OKE Stock Holding History

Everest Financial Group’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 		$450K Buy
5,175
+17
+0.3% +$1.5K 0.06% 145
2026
Q1 		$466K Buy
+5,158
New +$425K 0.08% 138

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Everest Financial Group's OKE Position: Q2 2026 in Review

Everest Financial Group increased its Oneok (OKE) stake by 0.33% in Q2 2026, buying an estimated $1.5K and bringing the position to 5,175 shares worth $450K. The position accounts for 0.06% of the portfolio, ranked #145.

Everest Financial Group first reported a position in OKE in Q1 2026 and has held it in 2 quarters since. The position peaked at $466K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Everest Financial Group held 5,175 shares of Oneok worth $450K as of Q2 2026.
  • Everest Financial Group bought 17 Oneok shares in Q2 2026, an estimated $1.5K.
  • Oneok made up 0.06% of Everest Financial Group's portfolio in Q2 2026, its #145 holding.
  • Everest Financial Group first reported a position in Oneok in Q1 2026 and has held it in 2 quarters since.
  • Everest Financial Group's Oneok position peaked at $466K in Q1 2026.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.