Morton Capital Management’s Oneok OKE Stock Holding History

Morton Capital 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	$662K	Buy	7,617 +56	+0.7%	+$4.93K	0.09%	68
2026 Q1	$683K	Buy	7,561 +59	+0.8%	+$4.86K	0.1%	59
2025 Q4	$551K	Buy	7,502 +68	+0.9%	+$4.82K	0.08%	70
2025 Q3	$542K	Buy	7,434 +63	+0.9%	+$4.83K	0.09%	71
2025 Q2	$602K	Sell	7,371 -9	-0.1%	-$750	0.11%	63
2025 Q1	$732K	Buy	7,380 +67	+0.9%	+$6.65K	0.14%	53
2024 Q4	$734K	Buy	7,313 +104	+1%	+$10.6K	0.14%	53
2024 Q3	$657K	Buy	7,209 +173	+2%	+$15.1K	0.13%	55
2024 Q2	$574K	Buy	7,036 +51	+0.7%	+$4.07K	0.14%	56
2024 Q1	$560K	Buy	6,985 +59	+0.9%	+$4.31K	0.15%	58
2023 Q4	$486K	Buy	6,926 +60	+0.9%	+$4.02K	0.14%	60
2023 Q3	$436K	Buy	+6,866	New	+$448K	0.15%	57

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

Morton Capital Management's OKE Position: Q2 2026 in Review

Morton Capital Management increased its Oneok (OKE) stake by 0.74% in Q2 2026, buying an estimated $4.93K and bringing the position to 7,617 shares worth $662K. The position accounts for 0.09% of the portfolio, ranked #68.

Morton Capital Management first reported a position in OKE in Q3 2023 and has held it in 12 quarters since. The position peaked at $734K in Q4 2024. 461 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

Morton Capital Management held 7,617 shares of Oneok worth $662K as of Q2 2026.
Morton Capital Management bought 56 Oneok shares in Q2 2026, an estimated $4.93K.
Oneok made up 0.09% of Morton Capital Management's portfolio in Q2 2026, its #68 holding.
Morton Capital Management first reported a position in Oneok in Q3 2023 and has held it in 12 quarters since.
Morton Capital Management's Oneok position peaked at $734K in Q4 2024.
461 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.