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Fortis Capital Advisors’s Oneok OKE Stock Holding History

Fortis Capital Advisors’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 		$245K Sell
2,823
-8,552
-75% -$753K 0.03% 360
2026
Q1 		$1.03M Buy
+11,375
New +$937K 0.13% 127
2023
Q2 		– Sell
-1,475
Closed -$93.7K – 456
2023
Q1 		$93.7K Buy
+1,475
New +$98K 0.05% 201

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

Fortis Capital Advisors's OKE Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Oneok (OKE) stake by 75% in Q2 2026, selling an estimated $753K and leaving 2,823 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #360.

Fortis Capital Advisors first reported a position in OKE in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.03M in Q1 2026. 1,653 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Fortis Capital Advisors held 2,823 shares of Oneok worth $245K as of Q2 2026.
  • Fortis Capital Advisors sold 8,552 Oneok shares in Q2 2026, an estimated $753K.
  • Oneok made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #360 holding.
  • Fortis Capital Advisors first reported a position in Oneok in Q1 2023 and has held it in 3 quarters since.
  • Fortis Capital Advisors's Oneok position peaked at $1.03M in Q1 2026.
  • 1,653 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.