Kaizen Financial Strategies’s Oneok OKE Stock Holding History

Kaizen Financial Strategies’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	$249K	Buy	2,901 +32	+1%	+$2.82K	0.08%	153
2026 Q1	$244K	Sell	2,869 -2,129	-43%	-$175K	0.1%	146
2025 Q4	$367K	Sell	4,998 -482	-9%	-$34.1K	0.16%	108
2025 Q3	$372K	Sell	5,480 -1,438	-21%	-$110K	0.17%	106
2025 Q2	$565K	Buy	6,918 +128	+2%	+$10.7K	0.29%	68
2025 Q1	$674K	Buy	6,790 +69	+1%	+$6.85K	0.39%	42
2024 Q4	$675K	Buy	6,721 +23	+0.3%	+$2.35K	0.38%	43
2024 Q3	$610K	Buy	6,698 +76	+1%	+$6.61K	0.35%	50
2024 Q2	$548K	Sell	6,622 -14	-0.2%	-$1.12K	0.34%	48
2024 Q1	$532K	Buy	6,636 +274	+4%	+$20K	0.36%	49
2023 Q4	$447K	Sell	6,362 -35	-0.5%	-$2.35K	0.34%	55
2023 Q3	$406K	Buy	+6,397	New	+$418K	0.34%	50

Other funds holding OKE

CCM

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Kaizen Financial Strategies's OKE Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Oneok (OKE) stake by 1.1% in Q2 2026, buying an estimated $2.82K and bringing the position to 2,901 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #153.

Kaizen Financial Strategies first reported a position in OKE in Q3 2023 and has held it in 12 quarters since. The position peaked at $675K in Q4 2024. 704 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Kaizen Financial Strategies held 2,901 shares of Oneok worth $249K as of Q2 2026.
Kaizen Financial Strategies bought 32 Oneok shares in Q2 2026, an estimated $2.82K.
Oneok made up 0.08% of Kaizen Financial Strategies's portfolio in Q2 2026, its #153 holding.
Kaizen Financial Strategies first reported a position in Oneok in Q3 2023 and has held it in 12 quarters since.
Kaizen Financial Strategies's Oneok position peaked at $675K in Q4 2024.
704 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.