Goelzer Investment Management’s Oneok OKE Stock Holding History

Goelzer Investment 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	$351K	Sell	4,034 -728	-15%	-$64.1K	0.02%	262
2026 Q1	$430K	Buy	4,762 +43	+0.9%	+$3.54K	0.02%	235
2025 Q4	$347K	Buy	+4,719	New	+$334K	0.02%	232
2014 Q3	–	Sell	-3,500	Closed	-$238K	–	200
2014 Q2	$238K	Sell	3,500 -1,000	-22%	-$63.3K	0.04%	183
2014 Q1	$267K	Sell	4,500 -2,353	-34%	-$138K	0.05%	178
2013 Q4	$373K	Buy	+6,853	New	+$344K	0.07%	163

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goelzer Investment Management's OKE Position: Q2 2026 in Review

Goelzer Investment Management reduced its Oneok (OKE) stake by 15% in Q2 2026, selling an estimated $64.1K and leaving 4,034 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #262.

Goelzer Investment Management first reported a position in OKE in Q4 2013 and has held it in 6 quarters since. The position peaked at $430K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Goelzer Investment Management held 4,034 shares of Oneok worth $351K as of Q2 2026.
Goelzer Investment Management sold 728 Oneok shares in Q2 2026, an estimated $64.1K.
Oneok made up 0.02% of Goelzer Investment Management's portfolio in Q2 2026, its #262 holding.
Goelzer Investment Management first reported a position in Oneok in Q4 2013 and has held it in 6 quarters since.
Goelzer Investment Management's Oneok position peaked at $430K in Q1 2026.
1,027 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.