Kovitz Investment Group Partners’s Oneok OKE Stock Holding History

Kovitz Investment Group Partners’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 Q1	$10.5M	Sell	116,190 -29,230	-20%	-$2.41M	0.24%	98
2025 Q4	$10.7M	Sell	145,420 -65,404	-31%	-$4.63M	0.24%	91
2025 Q3	$15.4M	Sell	210,824 -106,342	-34%	-$8.14M	0.06%	253
2025 Q2	$25.9M	Buy	317,166 +123,349	+64%	+$10.3M	0.11%	165
2025 Q1	$19.2M	Buy	193,817 +4,418	+2%	+$439K	0.1%	177
2024 Q4	$19M	Sell	189,399 -7,302	-4%	-$747K	0.09%	178
2024 Q3	$16.9M	Buy	196,701 +103,382	+111%	+$9M	0.12%	158
2024 Q2	$7.61M	Buy	93,319 +63,204	+210%	+$5.05M	0.07%	219
2024 Q1	$2.41M	Buy	30,115 +1,435	+5%	+$105K	0.03%	279
2023 Q4	$2.01M	Sell	28,680 -625	-2%	-$41.9K	0.03%	236
2023 Q3	$1.86M	Buy	29,305 +88	+0.3%	+$5.75K	0.03%	239
2023 Q2	$1.8M	Buy	+29,217	New	+$1.81M	0.03%	246

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kovitz Investment Group Partners's OKE Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Oneok (OKE) stake by 20% in Q1 2026, selling an estimated $2.41M and leaving 116,190 shares worth $10.5M. The position accounts for 0.24% of the portfolio, ranked #98.

Kovitz Investment Group Partners first reported a position in OKE in Q2 2023 and has held it in 12 quarters since. The position peaked at $25.9M in Q2 2025. 1,683 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Kovitz Investment Group Partners held 116,190 shares of Oneok worth $10.5M as of Q1 2026.
Kovitz Investment Group Partners sold 29,230 Oneok shares in Q1 2026, an estimated $2.41M.
Oneok made up 0.24% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #98 holding.
Kovitz Investment Group Partners first reported a position in Oneok in Q2 2023 and has held it in 12 quarters since.
Kovitz Investment Group Partners's Oneok position peaked at $25.9M in Q2 2025.
1,683 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.