LRI Investments’s Oneok OKE Stock Holding History

LRI Investments’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	$79.2K	Buy	911 +22	+2%	+$1.94K	0.01%	483
2026 Q1	$80.4K	Buy	889 +6	+0.7%	+$494	0.01%	449
2025 Q4	$64.9K	Hold	883	–	–	0.01%	499
2025 Q3	$64.4K	Sell	883 -400	-31%	-$30.6K	0.01%	502
2025 Q2	$105K	Hold	1,283	–	–	0.01%	429
2025 Q1	$127K	Sell	1,283 -100	-7%	-$9.93K	0.01%	361
2024 Q4	$139K	Hold	1,383	–	–	0.01%	358
2024 Q3	$149K	Hold	1,383	–	–	0.01%	335
2024 Q2	$113K	Hold	1,383	–	–	0.01%	358
2024 Q1	$111K	Buy	+1,383	New	+$101K	0.03%	188

Other funds holding OKE

CCM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

LRI Investments's OKE Position: Q2 2026 in Review

LRI Investments increased its Oneok (OKE) stake by 2.5% in Q2 2026, buying an estimated $1.94K and bringing the position to 911 shares worth $79.2K. The position accounts for 0.01% of the portfolio, ranked #483.

LRI Investments first reported a position in OKE in Q1 2024 and has held it in 10 quarters since. The position peaked at $149K in Q3 2024. 739 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

LRI Investments held 911 shares of Oneok worth $79.2K as of Q2 2026.
LRI Investments bought 22 Oneok shares in Q2 2026, an estimated $1.94K.
Oneok made up 0.01% of LRI Investments's portfolio in Q2 2026, its #483 holding.
LRI Investments first reported a position in Oneok in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Oneok position peaked at $149K in Q3 2024.
739 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.