Fulcrum Asset Management’s Oneok OKE Stock Holding History

Fulcrum Asset 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	$1.73M	Buy	19,469 +24	+0.1%	+$2.11K	0.17%	149
2026 Q1	$1.81M	Buy	19,445 +120	+0.6%	+$9.88K	0.27%	84
2025 Q4	$1.43M	Buy	19,325 +2,671	+16%	+$189K	0.4%	58
2025 Q3	$1.22M	Hold	16,654	–	–	0.34%	62
2025 Q2	$1.36M	Buy	+16,654	New	+$1.39M	0.39%	55

Other funds holding OKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fulcrum Asset Management's OKE Position: Q2 2026 in Review

Fulcrum Asset Management increased its Oneok (OKE) stake by 0.12% in Q2 2026, buying an estimated $2.11K and bringing the position to 19,469 shares worth $1.73M. The position accounts for 0.17% of the portfolio, ranked #149.

Fulcrum Asset Management first reported a position in OKE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.81M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Fulcrum Asset Management held 19,469 shares of Oneok worth $1.73M as of Q2 2026.
Fulcrum Asset Management bought 24 Oneok shares in Q2 2026, an estimated $2.11K.
Oneok made up 0.17% of Fulcrum Asset Management's portfolio in Q2 2026, its #149 holding.
Fulcrum Asset Management first reported a position in Oneok in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's Oneok position peaked at $1.81M in Q1 2026.
1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.