MIM
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Morningstar Investment Management’s Oneok OKE Stock Holding History

Morningstar Investment Management’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 		$3.65M Hold
40,401
– – 0.23% 109
2026
Q1 		$3.65M Buy
40,401
+2,366
+6% +$195K 0.23% 109
2025
Q4 		$2.8M Buy
38,035
+8,258
+28% +$585K 0.17% 134
2025
Q3 		$2.17M Buy
29,777
+2,402
+9% +$184K 0.08% 231
2025
Q2 		$2.23M Buy
27,375
+4,206
+18% +$351K 0.2% 36
2025
Q1 		$2.3M Sell
23,169
-10,091
-30% -$1M 0.2% 37
2024
Q4 		$3.34M Sell
33,260
-26,129
-44% -$2.67M 0.26% 34
2024
Q3 		$5.79M Sell
59,389
-6,619
-10% -$576K 0.57% 26
2024
Q2 		$5.38M Sell
66,008
-8,200
-11% -$655K 0.56% 25
2024
Q1 		$5.95M Hold
74,208
– – 0.65% 19
2023
Q4 		$5.21M Sell
74,208
-728
-1% -$48.8K 0.6% 22
2023
Q3 		$4.75M Buy
74,936
+20,573
+38% +$1.34M 0.65% 24
2023
Q2 		$3.35M Hold
54,363
– – 0.45% 29
2023
Q1 		$3.45M Sell
54,363
-20,167
-27% -$1.34M 0.51% 26
2022
Q4 		$4.9M Buy
74,530
+9,669
+15% +$594K 0.83% 26
2022
Q3 		$3.32M Buy
64,861
+7,876
+14% +$468K 0.63% 26
2022
Q2 		$3.16M Sell
56,985
-11,138
-16% -$722K 0.6% 28
2022
Q1 		$4.81M Sell
68,123
-5,255
-7% -$336K 0.9% 23
2021
Q4 		$4.31M Sell
73,378
-15,068
-17% -$935K 0.65% 35
2021
Q3 		$5.2M Sell
88,446
-6,470
-7% -$348K 0.87% 29
2021
Q2 		$5.28M Buy
+94,916
New +$5.06M 0.59% 34

Other funds holding OKE

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Aberdeen Group
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Morningstar Investment Management's OKE Position: Q2 2026 in Review

Morningstar Investment Management held its Oneok (OKE) position steady in Q2 2026 at 40,401 shares worth $3.65M. The position accounts for 0.23% of the portfolio, ranked #109.

Morningstar Investment Management first reported a position in OKE in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.95M in Q1 2024. 963 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Morningstar Investment Management held 40,401 shares of Oneok worth $3.65M as of Q2 2026.
  • Morningstar Investment Management left its Oneok share count unchanged in Q2 2026.
  • Oneok made up 0.23% of Morningstar Investment Management's portfolio in Q2 2026, its #109 holding.
  • Morningstar Investment Management first reported a position in Oneok in Q2 2021 and has held it in 21 quarters since.
  • Morningstar Investment Management's Oneok position peaked at $5.95M in Q1 2024.
  • 963 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.