Moody Lynn & Lieberson’s Oneok OKE Stock Holding History

Moody Lynn & Lieberson’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	$258K	Sell	2,973 -31	-1%	-$2.73K	0.01%	232
2026 Q1	$272K	Hold	3,004	–	–	0.02%	218
2025 Q4	$221K	Sell	3,004 -17	-0.6%	-$1.2K	0.01%	248
2025 Q3	$220K	Sell	3,021 -3,799	-56%	-$291K	0.01%	247
2025 Q2	$557K	Sell	6,820 -82	-1%	-$6.84K	0.03%	169
2025 Q1	$685K	Hold	6,902	–	–	0.04%	145
2024 Q4	$693K	Buy	6,902 +62	+0.9%	+$6.34K	0.04%	146
2024 Q3	$623K	Buy	6,840 +3,766	+123%	+$328K	0.04%	158
2024 Q2	$251K	Hold	3,074	–	–	0.02%	214
2024 Q1	$246K	Hold	3,074	–	–	0.02%	215
2023 Q4	$216K	Buy	+3,074	New	+$206K	0.02%	221
2022 Q3	–	Sell	-7,136	Closed	-$396K	–	228
2022 Q2	$396K	Buy	+7,136	New	+$463K	0.04%	168
2020 Q1	–	Sell	-5,575	Closed	-$422K	–	190
2019 Q4	$422K	Sell	5,575 -5	-0.1%	-$357	0.04%	167
2019 Q3	$411K	Buy	+5,580	New	+$395K	0.05%	150
2018 Q4	–	Sell	-3,200	Closed	-$217K	–	209
2018 Q3	$217K	Buy	+3,200	New	+$219K	0.02%	198
2014 Q4	–	Sell	-3,200	Closed	-$210K	–	203
2014 Q3	$210K	Hold	3,200	–	–	0.03%	181
2014 Q2	$218K	Buy	+3,200	New	+$202K	0.03%	185

Other funds holding OKE

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moody Lynn & Lieberson's OKE Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Oneok (OKE) stake by 1% in Q2 2026, selling an estimated $2.73K and leaving 2,973 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #232.

Moody Lynn & Lieberson first reported a position in OKE in Q2 2014 and has held it in 17 quarters since. The position peaked at $693K in Q4 2024. 508 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Moody Lynn & Lieberson held 2,973 shares of Oneok worth $258K as of Q2 2026.
Moody Lynn & Lieberson sold 31 Oneok shares in Q2 2026, an estimated $2.73K.
Oneok made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #232 holding.
Moody Lynn & Lieberson first reported a position in Oneok in Q2 2014 and has held it in 17 quarters since.
Moody Lynn & Lieberson's Oneok position peaked at $693K in Q4 2024.
508 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.