Kovitz Investment Group Partners
OKE icon

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
Q2 		$10M Sell
115,206
-984
-0.8% -$86.7K 0.22% 98
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovitz Investment Group Partners's OKE Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Oneok (OKE) stake by 0.85% in Q2 2026, selling an estimated $86.7K and leaving 115,206 shares worth $10M. The position accounts for 0.22% of the portfolio, ranked #98.

Kovitz Investment Group Partners first reported a position in OKE in Q2 2023 and has held it in 13 quarters since. The position peaked at $25.9M in Q2 2025. 1,659 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Kovitz Investment Group Partners held 115,206 shares of Oneok worth $10M as of Q2 2026.
  • Kovitz Investment Group Partners sold 984 Oneok shares in Q2 2026, an estimated $86.7K.
  • Oneok made up 0.22% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #98 holding.
  • Kovitz Investment Group Partners first reported a position in Oneok in Q2 2023 and has held it in 13 quarters since.
  • Kovitz Investment Group Partners's Oneok position peaked at $25.9M in Q2 2025.
  • 1,659 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.