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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
2025
Q2 		– Sell
-15,762
Closed -$1.04M – 321
2025
Q1 		$1.04M Buy
+15,762
New +$1.56M 0.2% 106

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fulcrum Asset Management's OKE Position: Q1 2026 in Review

Fulcrum Asset Management increased its Oneok (OKE) stake by 0.62% in Q1 2026, buying an estimated $9.88K and bringing the position to 19,445 shares worth $1.81M. The position accounts for 0.27% of the portfolio, ranked #84.

Fulcrum Asset Management first reported a position in OKE in Q2 2025 and has held it in 4 quarters since. 1,683 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

  • Fulcrum Asset Management held 19,445 shares of Oneok worth $1.81M as of Q1 2026.
  • Fulcrum Asset Management bought 120 Oneok shares in Q1 2026, an estimated $9.88K.
  • Oneok made up 0.27% of Fulcrum Asset Management's portfolio in Q1 2026, its #84 holding.
  • Fulcrum Asset Management first reported a position in Oneok in Q2 2025 and has held it in 4 quarters since.
  • 1,683 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.